Ceo And Co-Founder
CurrenteCIO is an organization of investment and technology professionals, who are lowering the cost of investment services by harnessing technology to more efficiently deliver high-quality investment solutions. eCIO is also the creator of the eVestech platform which powers eCIO and is now available to other financial institutions on an enterprise SaaS basis. The eVestech platform is a virtual communication hub for financial advisors and their clients. Our platform allows advisors to provide timely, high-touch, personalized service to their clients on a scalable basis. The inspiration for eCIO – The Chief Investment Officer for Nonprofits, came from a long career of providing investment management services to nonprofits that had larger asset pools (generally $20+ million). Organizations with smaller asset pools were generally not pursued as revenue was not sufficient to dedicate the necessary resources to properly serve this segment. We knew these organizations could do more for their communities with better investment programs and lower fees – that’s when eCIO was born. Disclosure: This is my personal LinkedIn page and is not sponsored or maintained by eCIO and is not to be considered advertising or solicitation of business.
