Join the Symmetry Partners team for our 1-Day Summit on November 14, 2024. This event will focus on actionable strategies to help grow your RIA in 2025, including:
1
Powering your practice with the Axiom Wealth Platform
2
Implementing best practices to solve operational challenges
3
Leveraging Direct Investing solutions
4
Explore Tax Alpha strategies as a potential approach to your investment portfolio
5
Creating strategies to potentially enhance your high-net-worth (HNW) business
William Chettle
William Chettle
Head of Client Experience & Advisor Services, Symmetry Partners
Rebecca Cioban
Rebecca Cioban
CFA, Director, Investments, Symmetry Partners
Rob Hawke
Rob Hawke
Managing Director, Operations & Technology, Symmetry Partners
Andrea Loin
Andrea Loin
Associate Director, Marketing, Symmetry Partners
Lissette Lowjewski
Lissette Lowjewski
Associate Director, Relationship Management
John McDermott
John McDermott, PhD.
Chief Investment Strategist, Symmetry Partners
Sabrina Noriega
Sabrina Noriega
Associate Director, Account Services
Tom Romano
Tom Romano
Head of Strategic Relationships & Product Development
Kevin Scully
Kevin Scully
CFA, Director, Investments, Symmetry Partners
