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@klusster.com
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2 phones found area 905
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Steve Thode is listed as Vice President - Wealth Network Solutions ModernAdvisor at ModernAdvisor, a company with 8 employees, based in Burlington, Ontario, Canada. AeroLeads shows a work email signal at klusster.com, phone signal with area code 905, and a matched LinkedIn profile for Steve Thode.
Steve Thode previously worked as Vice President - Wealth Network Solutions at Modernadvisor and CEO at Klusster Media Inc.. Steve Thode holds Mba, Finance from Mcmaster University.
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I have been combining my love of technology and finance for over 25 years, working as an entrepreneur, investment professional, and angel investor. As the Vice President of Wealth Network Solutions at ModernAdvisor, I work with an incredible team that leverages technology to partner with wealth professionals and provide them with turnkey asset management solutions. We offer both world-class passive and active portfolio management offerings and minimize the stresses of client administration in wealth management.
Listed skills include Investments, Investment Strategies, Wealth Management, Investment Management, and 18 others.
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Canada
We leverage technology to partner with wealth professionals to minimize the stresses of client administration in wealth management and provide turnkey asset management solutions leveraging both world-class passive and active portfolio management offerings.
Burlington, Ontario
Klusster began in 2014 as a software to enable businesses to create community blogs. Realizing the business need, Klusster evolved to a full-service SEO agency with a presence in Canada, the US, and India that ensured small to mid-size businesses maintained a strong presence.
Work with elite Wealth Professionals to service high net worth clients. Instrumental in AUM growth from $700m to $2.1 B during tenure.
Public and private investment management; Developed proprietary Share Holder Alignment Survey and CFROIC models to evaluate investment alternatives and compare/contrast executive management KPIs.
Toronto, Canada Area
Trilwood Investments was a North American Investment Management Holding company for a European family with over $1 Billion in assets under management. Our organization managed a North American, Small mid-cap fund.
Other employees you can reach at modernadvisor.ca. View company contacts for 8 employees →
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Steve Thode works for ModernAdvisor.
Steve Thode is listed as Vice President - Wealth Network Solutions ModernAdvisor at ModernAdvisor.
AeroLeads has found 1 work email signal at @klusster.com for Steve Thode at ModernAdvisor.
AeroLeads has found 2 phone signal(s) with area code 905 for Steve Thode at ModernAdvisor.
Steve Thode is based in Burlington, Ontario, Canada while working with ModernAdvisor.
Steve Thode has worked for Modernadvisor, Klusster Media Inc., Guardian Capital Advisors, Thorus Inc., and Trilwood Investments.
Steve Thode's colleagues at ModernAdvisor include Morgan Brown, Gordon Ross, Cfa, and Isaac Schweigert, Cfa.
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Steve Thode holds Mba, Finance from Mcmaster University.
Steve Thode is listed with skills including Investments, Investment Strategies, Wealth Management, Investment Management, Mutual Funds, Financial Planning, Investment Advisory, and Portfolio Management.
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