Advyzon Investment Management (AIM) Continues Growth and Adds Two Key Team Members to Staff
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Wednesday, December 7, 2022
Roger G. Ibbotson, SS Richard V. Oulahan, CFA, Thomas More University, MBA, Morning Star, Business administration, RIAS, CFP, ESG, AIM, CRM, Fifth Third Bank, Policy, ETF, RIA, Schwab, Research Park at the University of Illinois Urbana-Champaign, Investment, Senior, University, Philosophy, TAMP, Business development, NOT, Acquisition, Management, Financial adviser
CHICAGO, Dec. 7, 2022 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently announced that they are adding two key members to their growing team. Alex Riedel serves as Managing Director, Head of Client Portfolio Management and started on November 28th, 2022. Tony Oulahan serves as Senior Vice President of Business Development and started on July 5th, 2022. They join the current AIM team consisting of Lee Andreatta, MBA, Chief Executive Officer; Brian Huckstep, CFA, CFP®, Chief Investment Officer; and Meghan Holmes, MBA, Chief Operating Officer.
Key Points:
- CHICAGO, Dec. 7, 2022 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently announced that they are adding two key members to their growing team.
- "We're so excited to have both of these professionals join AIM," said Lee Andreatta, CEO and co-founder of Advyzon Investment Management.
- Alex Riedel is Managing Director, Head of Client Portfolio Management with Advyzon Investment Management.
- The Advyzon tech platform combines Advyzon Investment Management's turnkey asset management program (TAMP) with portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage.