Please complete the CAPTCHA to continue
@prismadvisoryllc.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jill Guess, Caia® is listed as Director of Alternative Investments at Apollon Wealth Management, LLC, a company with 32 employees, based in Greater Richmond Region, United States, United States. AeroLeads shows a work email signal at prismadvisoryllc.com and a matched LinkedIn profile for Jill Guess, Caia®.
Jill Guess, Caia® previously worked as Director of Research at Prism Advisory Group Llc and Senior Analyst at Blue Horizon Investment Advisors. Jill Guess, Caia® holds Ba, Economics from Georgia State University.
This section adds company-level context without repeating Jill Guess, Caia®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Jill Guess, Caia®. Compare company email patterns before reaching out.
As Director of Alternative Investments, source and evaluate alternative investment strategies for use by Apollon advisors. Manage approved Alternative Investment platform. Apollon Investment Committee member. Central resource for alternative investments across structures and strategies . Develop and update Alternative Investment Advisor education program, including internal certification as well as content and product webinars for advisors. Manager of Apollon Private Credit Funds as well as co-portfolio manager for the Prism Advisory Fund.
Listed skills include Investments, Asset Management, Due Diligence, Alternative Investments, and 19 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Chattanooga, Tennessee, United States
As Director of Alternative Investments, source and evaluate alternative investment strategies for use by Apollon advisors. Manage approved Alternative Investment platform. Apollon Investment Committee member. Central resource for alternative investments across structures and strategies. Develop and update Alternative Investment Advisor education program.
Newtown, PA
Source and evaluate investments options for investment advisory firm across product types. Ongoing portfolio management of models utilized by approximately 90% of client base. Expertise in evaluating alternative strategies in private and liquid structures. Conduct market and economic research for use in asset allocation and investment decisions for clients.
Strategized with Institutional Director/Consultant to construct investment portfolios. Presented to prospective Institutions and engaged in ongoing communication with board-driven client base. Prepared RFP responses for Investment Consulting engagements. Managed client performance reporting process.
Other employees you can reach at apollonwealthmanagement.com. View company contacts for 32 employees →
Owen H. Malcolm, Cfp®
Colleague at Apollon Wealth Management, LlcPeachtree Corners, Georgia, United States, United States
View →
GE
Gil Eaves, Clu, Chfc,Casl,Ricp
Colleague at Apollon Wealth Management, LlcAugusta, Georgia, United States, United States
View →
HB
Hannah Burke, Cfp®
Colleague at Apollon Wealth Management, LlcGolden, Colorado, United States, United States
View →
KM
Kristen Magurno Mckeown, Clu®, Chfc®
Colleague at Apollon Wealth Management, LlcCharleston, South Carolina, United States, United States
View →
BW
Brooke Walter
Colleague at Apollon Wealth Management, LlcDenver, Colorado, United States, United States
View →
AK
Aymen Kaboub
Colleague at Apollon Wealth Management, LlcUnited States, United States
View →
KW
Kristin Wilde
Colleague at Apollon Wealth Management, LlcCharleston, South Carolina Metropolitan Area, United States
View →
PF
Patrick Floyd, Cfp®, Cka®
Colleague at Apollon Wealth Management, LlcColumbia, South Carolina, United States, United States
View →
AB
Adam Bonner
Colleague at Apollon Wealth Management, LlcCharleston County, South Carolina, United States, United States
View →
MP
Meghan Pelley Mba
Colleague at Apollon Wealth Management, LlcUnited Kingdom, United Kingdom
View →
Quick answers generated from the profile data available on this page.
Jill Guess, Caia® works for Apollon Wealth Management, LLC.
Jill Guess, Caia® is listed as Director of Alternative Investments at Apollon Wealth Management, LLC.
AeroLeads has found 1 work email signal at @prismadvisoryllc.com for Jill Guess, Caia® at Apollon Wealth Management, LLC.
Jill Guess, Caia® is based in Greater Richmond Region, United States, United States while working with Apollon Wealth Management, LLC.
Jill Guess, Caia® has worked for Apollon Wealth Management, Llc, Prism Advisory Group Llc, and Blue Horizon Investment Advisors.
Jill Guess, Caia®'s colleagues at Apollon Wealth Management, LLC include Owen H. Malcolm, Cfp®, Gil Eaves, Clu, Chfc,Casl,Ricp, Hannah Burke, Cfp®, Kristen Magurno Mckeown, Clu®, Chfc®, and Brooke Walter.
You can use AeroLeads to view verified contact signals for Jill Guess, Caia® at Apollon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
Jill Guess, Caia® holds Ba, Economics from Georgia State University.
Jill Guess, Caia® is listed with skills including Investments, Asset Management, Due Diligence, Alternative Investments, Finance, Asset Allocation, Hedge Funds, and Mutual Funds.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts