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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
Chief Economist
#finance #wealthmanagement
#Northamerica
Alejandra Grindal, chief economist at Ned Davis Research, is the primary person in charge of the firms global economic outlook, and is responsible for identifying global economic trends and themes, pa
Founding Partner, Senior Investment Strategist
#investmentmanagement #wealthmanagement
Alexander Stimpson is a Partner at CI Private Wealth in Newport Beach, CA. Alex was a Founding Partner and the Senior Investment Strategist at Corient Capital Partners, an investment advisor overseein
Chief Executive Officer
#womeninfinance #womeninbusiness #wealthmanagement #womenbusinessowners #womenempoweringwomen
Ali is the CEO & Owner of regional RIA, Financial Insights WealthManagement. Financial Insights was founded in 1981 and for over 40 yearshas been woman owned and operated. Under Ali’s leadership, the
Chief Wealth Strategist, Executive Vice President
#wealthplanning #actionableadvice #wealthmanagement #leadershipmatters
In a world where clients seeking financial services are often inundated with products and information rather than actionable advice, my aim is to cut through that clutter. We in the financial services
Chief Advice and Service Delivery Officer
#Retailbanking #Wealthmanagement
Andrea Dysievick is the Chief Advice & Service Delivery Officer, Retail and Wealth at Assiniboine Credit Union (ACU), one of Manitoba’s largest credit unions.
President and Principal Advisor
#WealthManagement
As President of Altfest Personal Wealth Management, a NYC RIA established in 1983 now managing over $1.6b AUM, Andrew Altfest advises clients on their personal finances and drives financial planning s
Senior Strategy Analyst
#Investments #WealthManagement #PortfolioManagement
Andrew Demosthenous is a Senior Strategy Analyst at Argo Blockchain, a world-leading cryptocurrency miner championing the use of renewable sources of power to support the growth and development of blo
Chief Analytics Officer
#wealthmanagement #marketing
As the Chief Analytics Officer (CAO) for Wealth Management, Atul Dalmia oversees all reporting, analytics, and data science across Wealth Management, Banking, and Firmwide Marketing at Morgan Stanley.
Principal, Senior Financial Advisor
#assetmanagement #financialplanning #wealthmanagement
Augustine Repetto is a Principal and Senior Financial Advisor in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). He has extensive knowledge and expertise in both investment and
Partner
#sustainability #impactinvesting #wealthmanagement #financialwellbeing #responsibleinvesting
#Asia
As a Partner at St. James Place Wealth Management, I advise and help my clients strengthen their financial positions.
Head of Platform
#wealthmanagement #alternativeinvestments
Brad Goodman brings a vast experience of knowledge and skills to the independent RIA industry. Brad's ability to bring wall street products and services to the independent channels has reshaped how RI