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CO-CEO
#investmentadvisory #series7
#NorthAmerica
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
Vice President
#Series7 #Series24 #ProjectManagement
John Ferrara is a Vice President in the Risk and Compliance division for Fidelity Investments responsible for Risk Strategy as well as leading a team of project managers supporting the discretionary t
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 Client Relationships - CES
#series7 #series63
Proven success leading initiatives aimed at capturing market growth opportunities, developing tools for more efficient and effective business operations and growing customer loyalty. Through my experi
Managing Director, Head of Product & Strategy, Retirement Group
#Series7 #FixedIncome #MutualFunds
Robert W. Crothers, Managing Director, leads the Product & Strategy team within BlackRock's Retirement Group. The Product & Strategy team is responsible for developing and driving business strategy fo
Goldman Sachs Asset Management
Ryan O’Connor is Global Head of Product Development and Management for Goldman Sachs Asset Management’s ETF business. Previously, Ryan was responsible for overseeing Strategist Model Portfolios and ma
Chief Investment Officer
#series7 #fixedincome
Experienced Managing Director with a demonstrated history of working in the investment management industry. Skilled in Banking, Asset Management and fixed income. Strong finance professional with a Ba
President
Taylor is currently working as a President at Orchard Securities