Asset Allocation – Advice from Experts

Loading...

Asset Allocation

Joe Reilly

Greenwich, CT

$300.0/min 5.0 3 $5/min

Joe Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Association, a global forum for single family offices that is based in Greenwich, Connecticut. Previously Joe helped to start a single family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Crédit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Joe has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the editorial board. He is a founding member of the Family Office Council at Princeton University; a member of the NYU Stern Family Office Council; an advisor to the RDS Milken Family Office Council. He is an alumnus of Singularity University. Joe has an A.L.B. from Harvard University and is past president of his hometown Harvard Club.

klaudio petoshi

London

$1000.0/min N/A 0 $16.67/min

Self-Taught investor. 8 Year Investing/Trading experience in the Stock Market and Asset Allocation.

Ming Wong

Hong Kong

$200.0/min N/A 0 $3.33/min

Co-Founder & CEO, Asia Community Ventures, Co-Founder, Giinseng, Impact Investor, Advisor to Family Offices, Mentor to Social Enterprise Start-ups, Extensive network of family office and foundation contacts in Asia and United States

Jonathan Duong, CFA, CFP

$200.0/min N/A 0 $3.33/min

Founder Wealth Engineers. Trusted advisor to busy professionals, entrepreneurs, pro athletes, and businesses. Personal finance guru. Excel ninja. Extensive experience valuing publicly and privately-held companies. Travel hacker.

Michael Solari

Manchester, NH

$200.0/min N/A 0 $3.33/min

Michael runs a fee-only financial planning practice geared toward young professionals. He is a Certified Financial Planner with nearly 10 years of experience. Michael has built his practice on transparency by offering monthly memberships

Dessy John

Oakland, CA

$100.0/min N/A 0 $1.67/min

I offer consultation and execution across my 2 passions: digital marketing and personal finance. Digital Marketing: I have over 10 years of digital marketing experience, helping businesses build and grow their performance marketing programs I offer strategy and execution services and consultation across performance marketing channels, including SEM, Display, Mobile, and Social. I have previously worked both on the buy side with large brands like Adobe and Zillow as well as on the sell side with performance marketing vendors like Quantcast. Personal Finance: I believe financial literacy is crucial no matter what line of work you are in, and that most people are not where they want to be. After years of studying investing, asset allocation, index funds, diversification, and minimizing fees, I have been able to build a portfolio exceeding $1M using tactics which are 1) easy to understand, and 2) heavily endorsed by the financial elite and (especially) the early retirement community. I would love to help get you on track if you feel you could use some advice, or even just a second set of eyes for affirmation.

Drew Beckett

Toronto, On

$60.0/min N/A 0 $1/min

Contact me for investing and personal finance advice. I work among a Wealth Management team with assets under management exceeding $1 billion. We run 3 actively managed equity funds. Our practice has identified three primary objectives for clients: preservation of capital, maximizing rates of return and minimizing taxes.

Paul Kerr

Toronto, Canada

$1000.0/min N/A 0 $16.67/min

Partner at a private equity firm, seasoned veteran in the pension and retirement industry. Specialized in alternative investments, specifically energy transition assets and infrastructure. Former Chief Investment Officer at Brookfield Asset Management. CFA Charterholder, MFin. Mentor, leader, strategic thinker. Committed to driving growth and sustainability in finance.

Isaac Mills

$60.0/min N/A 0 $1/min

Experienced finance professional with a demonstrated history of working in the Banking , Insurance and Asset Management Industry. Currently working in Consulting, i am an expert in buy-side due diligence , investment strategy advisory, asset allocation optimization ,economic capital modelling ,market entry analysis, expected credit loss modelling , business valuation of companies ,financial condition assessments and actuarial valuation of insurance contract liabilities.