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Director of Investments / CCO
#wealthmanagement #assetallocation
#NorthAmerica
Adam Jordan is Director of Investments and Chief Compliance Officer for Paul R. Ried Financial Group, LLC, an RIA based in Bellevue, WA with over $900 million in AUM focused on individual retirees. Ad
Senior Director, Head of US Fixed Income
#esg #leadership #taxefficient #incomestreams #assetallocation
Leader, investor, business development professional and board member with experience in the US, Europe and Asia-Pac: - Head of US Fixed Income and Portfolio Manager of OCIO and tax-managed strategies
Partner, Chief Investment Officer
#assetallocation #etfs
Tony began his own career, he discovered a passion for investments and began to constantly study market history and portfolio construction. He is able to live his NET WORTHWHILE in directing the inves
Managing Director and Chief Risk Officer
#assetallocation #cryptocurrencies #investmentmanagement #artificialintelliegence
Ash Majid is Managing Director and Chief Risk Officer for SMBC Capital Markets, Inc. & SMBC Nikko Securities America, Inc. wholly owned subsidiaries of SMBC Americas Holdings, Inc. In his current role
SVP, Alternatives Consuting
#hedgefunds #assetallocation
Catherine Beard is currently SVP, Alternatives Consuting at Callan
President & Senior Portfolio Manager
#portfoliomanagement #assetallocation #investments
Christopher joined Compass in 2014 and has worked in the financial industry since 2005. At Compass, he oversees strategic business initiatives in his role as president and is also a member of the inve
Chief Executive Officer/Founder
#wealthmanagement #assetallocation #finance
Dick Pfister is the CEO & Founder of AlphaCore Wealth Advisory. AlphaCore is a wealth management company that believes methods of asset allocation, client communication and financial planning should e
Managing Director
#assetallocation #fixedincome
Terry Monis is a Managing Director and voting member of the Investment Committee as well as the head of research and manager due diligence. Prior to joining ICG in 2010, Mr. Monis was a Vice President
Chief Executive Officer
#mutualfunds #equity #assetallocation
Ms. Sanchez is an appointed member of the Board of Investments and has a long career in investment management. She is the founder and CEO of Chantico Global, LLC, as well as a contributor and guest ho
Chief Investment Officer
#investmentmanagement #assetallocation
Prior to joining Ryan Financial Group, Greg was with Slocum & Associates, an institutional investment consulting firm that at the time served over 130 clients in the U.S. and Canada with approximately
President
#assetallocation #investments #portfoliomanagement
Jack is the President of Sunpointe Investments and has over 20 years of investment experience. Jack previously worked at A.G. Edwards, Hammond Associates, Mercer, and commanded an Army Bridge Company
Chief Market Strategist
#Investments #PortfolioManagement #AssetAllocation
James Thorne is Chief Market Strategist at Wellington-Altus Private Wealth. An industry veteran, he has more than 25 years' experience and has held various senior positions at leading investment manag