Symmetry Partners

13jun10:15 am11:00 am10:15 am - 11:00 am(GMT-04:00) HNW Solutions - AxiomRebecca Cioban, CFA, Director, Investments & Portfolio Manager
Kevin Scully, CFA, Director, Investments & Portfolio Manager

Hosts

 

Rebecca Cioban, CFA®, Director, Investments and Portfolio Manager, co-manages the Investments team. Rebecca’s focus is engineering and managing the Panoramic fund family and portfolio offerings as well as providing analysis and education about investment-related topics to Symmetry’s Advisor network and clientele. She has worked at Symmetry since 2007.

 

 

Kevin Scully, CFA®, Director of Investments and Portfolio Manager, co-manages the Investments team. Kevin focuses on portfolio management, as well as the development and implementation of investment solutions, including Symmetry’s custom investment offerings. Prior to joining Symmetry in 2015, Kevin was an associate at SS&C Fund Services, where he provided investor relations support for the firm’s hedge fund clients.

Time

June 13, 2024 10:15 am - 11:00 am(GMT-04:00)

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Panoramic Investment Solutions

Investment Solutions Guide

Our guide provides an overview of the breadth of solutions provided by the Panoramic Investing Team at Symmetry Partners, covering everything from mutual fund models to Separately Managed Accounts (SMAs) and Direct Investing to High-Net-Worth Tax Alpha solutions.

Elections & Markets

What Investors May Want To Know

Want to learn more about how elections can influence your investments and what to watch for? Access Elections & Markets – What Investors May Want to Know.

FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.