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Aaron Charles Reynolds
Analyst-Equity chez Strategic Point Investment Advisors LLC
Profil
Mr. Aaron C.
Reynolds is Associate Portfolio Manager at Strategic Point Investment Advisors LLC.
He began his career at StrategicPoint in 2011.
He is a member of StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies.
In his current role, he helps perform due diligence on investments, as well as research recommendations for new asset classes to add to our firm’s investment portfolios.
He implements various trading strategies instituted by our portfolio management committee and rebalances client portfolios using proprietary and third party portfolio software.
Mr. Reynolds background includes experience as a brokerage client service specialist at Citizens Bank.
Mr. Reynolds is a graduate of The University of Rhode Island with a Bachelor of Arts in History, Political Science and a minor in Classical Civilization.
Postes actifs de Aaron Charles Reynolds
Sociétés | Poste | Début |
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Strategic Point Investment Advisors LLC
![]() Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Analyst-Equity | 01/01/2011 |
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Entreprise privées | 1 |
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Strategic Point Investment Advisors LLC
![]() Strategic Point Investment Advisors LLC Investment ManagersFinance Strategic Point Investment Advisors LLC (SPIA) is a registered investment advisory firm headquartered in Providence, Rhode Island. The firm was founded by David Brochu in 1989 and is a wholly-owned subsidiary of FI Services Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPIA provides investment advisory services for a variety of clients including individuals and retirement plan sponsors under ERISA. | Finance |