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Principal and Senior Investment Consultant
#mutualfunds #investmentadvisory
#NorthAmerica
Casey is a Principal and Senior Investment Consultant in the Phoenix office of Mercer’s Wealth Business. Casey has over 25 years of experience working with a broad range of financial institutions and
CO-CEO
#investmentadvisory #series7
Chirag Bhavsar, as chair-elect for 2023. Chirag currently serves as Co-CEO of CNL Financial Group and CEO of CNL Strategic Capital. He has served as an IPA Director since 2021 and a member of the Boar
President
#estateplanning #smallbusinesslending #investmentadvisory
Chris Williams brings over 23 years of financial services experience. In March of 2021, he led the founding of Vista Finance LLC, a multi-family office based in St. Louis, MO. Before founding Vista, h
Head of Alternative Investments
Mark Sutterlin is the head of Hedge Fund Origination for the Investment Solutions Group at Bank of America. His team is responsible for sourcing and structuring hedge fund solutions, including regist
Head of Product
Matt is currently working as a Head of Product at Cetera Financial Group
Head of US Wealth Enterprise
#InvestmentAdvisory #AssetAllocation #ETFs
Michael Lane is Head of iShares U.S. Wealth Advisory and a member of the US Wealth Advisory and US iShares Executive Committees. Working with financial advisors for nearly three decades, Michael overs