Barnaby Grist work email
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Seed investor, advisor and board member of mission-driven businesses transforming the livelihood of the global poor. Principal focus on promoting financial inclusion and gender equity in developing countries.Advisor and board member at game-changing financial technology, wealth advisory and asset management companies.25+ years strategy, leadership and sales experience in mainstream financial services. Primary focus on technology, platforms and investment products for financial advisors alongside experience in small business and retail lending.
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Board MemberWealth.ComPark City, Ut, Us -
Board MemberSageview Advisory Group Jan 2021 - PresentNewport Beach, California, UsSageview delivers unbiased retirement plan and wealth management consulting for over $100B of client assets -
Board AdvisorPontera Nov 2018 - PresentNew York, Ny, UsPontera positions advisors to serve as their clients’ financial quarterback by enabling them to manage client assets (such as 401Ks) that are not held on traditional brokerage platforms -
Board MemberBridgeway Capital Management Oct 2020 - PresentHouston, Tx, UsBridgeway Capital Management is a women- and minority-led quantitative asset manager. Its mission is to eradicate genocide. -
Board MemberThree Wheels United Nov 2017 - Dec 2022Bangalore, Karnataka, InThree Wheels United provides tuk tuk drivers in India with credit to purchase an electric vehicle, improving drivers’ financial security, India’s air quality, and carbon emissions. -
Executive ChairmanRia In A Box Jul 2018 - Dec 2021New York, Ny, UsRIA-in-a-Box delivers compliance and cybersecurity SaaS to over 2,000 registered investment advisory firms -
Co FounderPimes Dec 2016 - Dec 2021Bogotá, Distrito Capital, CoPimes (formerly Include Capital) is a mission-driven small business digital lender focused on accelerating success for women entrepreneurs in Colombia. Operations suspended due to Covid-19 -
Executive ChairmanEtf.Com Jan 2014 - Jul 2016New York, Ny, UsETF.com is the world's leading authority on Exchange Traded Funds. As Executive Chairman, I designed and led commercial realignment, appointment of new CEO, and successful sale of the business units to Factset, BATS, and Informa -
President, Cetera Investment ManagementCetera Financial Group 2010 - 2013San Diego , Ca, UsPresident, Cetera Investment Management and Executive Vice President, Wealth Management and Marketing at Cetera Financial Group. Chair of Investment Committee; responsible for Platform, Product, Partners and Marketing. -
Senior Managing Director, Strategic Business DevelopmentCharles Schwab Institutional Jul 2003 - Feb 2010Westlake, Texas, UsResponsible for sales and strategic account management at the leading provider of custodial services to Registered Investment Advisors -
PrincipalBoston Consulting Group 1998 - 2003Boston, Massachusetts, UsPrimary focus on providing strategic advice to financial services organizations -
ConsultantOliver Wyman 1992 - 1996New York, Ny, UsWorked with financial institutions in US and Europe to develop and apply quantitative risk analytics for small business and commercial loan books. Designed credit evaluation and grading mechanisms, risk-adjusted capital calculations and overall portfolio evaluation and analytics
Barnaby Grist Skills
Barnaby Grist Education Details
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Stanford University Graduate School Of BusinessMba -
University Of OxfordClassics And A Modern Language
Frequently Asked Questions about Barnaby Grist
What company does Barnaby Grist work for?
Barnaby Grist works for Wealth.com
What is Barnaby Grist's role at the current company?
Barnaby Grist's current role is Board Member.
What is Barnaby Grist's email address?
Barnaby Grist's email address is ba****@****tal.com
What is Barnaby Grist's direct phone number?
Barnaby Grist's direct phone number is (301) 484*****
What schools did Barnaby Grist attend?
Barnaby Grist attended Stanford University Graduate School Of Business, University Of Oxford.
What are some of Barnaby Grist's interests?
Barnaby Grist has interest in Financial Services.
What skills is Barnaby Grist known for?
Barnaby Grist has skills like Business Development, Investment Management, Financial Services, Financial Advisory, Corporate Development, Investment Advisory, Business Strategy, Investments, Strategy, Equities, Wealth, Capital Markets.
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