Money, Mind And Meaning

Rusty Vanneman - Cautiously Optimistic

Informações:

Sinopsis

Rusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions, where he is responsible for overseeing the investment strategies at Orion Portfolio Solutions (turnkey asset management program) and at Orion Advisor Technology (financial technology). Previously, Rusty was the Chief Investment Officer for Orion Advisor Solutions and prior to that was the President and Chief Investment Officer of CLS Investments. Before joining Orion in 2012, Rusty served as the Chief Investment Officer and Managing Director for a multi-billion RIA in the greater Boston area. His 11-year tenure at the RIA included a five-year span when the firm was owned by ETRADE Financial where he also served as the Senior Market Strategist for ETRADE Capital. Prior, Rusty was a Senior Analyst at Fidelity Management and Research in Boston.  Rusty received his Bachelor of Science in Management from Babson College in Wellesley, Massachusetts where he graduated with high distinction. He holds the Chartered Financial Analyst (