Learn how Symmetry is helping you grow your business and deliver a better client experience with new tools, services, support, and solutions.
Event Details
Learn how Symmetry is helping you grow your business and deliver a better client experience with new tools, services, support, and solutions.
Speakers
Mr. Connelly focuses on portfolio management and the strategic growth of the firm. He co-founded Symmetry Partners in 1994 to serve pension funds, closely held businesses, not-for-profit organizations and high-net-worth investors. He has broadened the focus of the firm to include a full range of retirement plans and independent fee-based advisors. Prior to co-founding Symmetry Partners, Mr. Connelly was a financial advisor with Dean Witter Reynolds serving high-net-worth clients. He also held positions with Merrill Lynch and Putnam Mutual Funds. Mr. Connelly received his BS in finance from Northeastern University and his MBA from the University of New Haven.
An update from the Research Team on Symmetry’s Evidence-Based investment philosophy and solutions, including how they have fared in 2022’s challenging markets. We will also provide
Event Details
An update from the Research Team on Symmetry’s Evidence-Based investment philosophy and solutions, including how they have fared in 2022’s challenging markets. We will also provide a sneak preview of what the Investment Committee is working on.
Speakers
Dr. McDermott began his affiliation with Symmetry in 2005. He is a renowned scholar focused on the role of liquidity in financial markets. He has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets and The Journal of Futures Markets. Dr. McDermott received his undergraduate degree from the U.S. Coast Guard Academy, his MBA from Columbia University, and his Ph.D. from the University of Connecticut.
Direct indexing/direct investing is growing rapidly, as Advisors recognize its potential to address the complex needs of HNW investors. Learn how Symmetry’s Axiom goes beyond
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Direct indexing/direct investing is growing rapidly, as Advisors recognize its potential to address the complex needs of HNW investors. Learn how Symmetry’s Axiom goes beyond traditional direct investing, to provide flexible, personalized solutions. We will also discuss other new HNW solutions that offer innovative approaches to the challenges of risk management and tax management.
Speakers
Mr. Romano is responsible for supporting the business growth objectives of Symmetry’s strategic relationships. Working closely with the financial advisor community, Mr. Romano assists advisors in identifying and implementing a variety of tools and resources Symmetry has developed to help them grow their practices through improved efficiency. With more than 20 years of experience in the financial services industry, Mr. Romano was previously employed by Advest, Inc. as a Relationship Marketing Consultant in the Asset Management Services Department. Mr. Romano graduated from Assumption College in Worcester, MA earning a degree in Business Management. He currently resides in Woodstock, CT.
Mr. McDonald directly responsible for overseeing Symmetry Partners’ Research. Mr. McDonald joined Symmetry in April of 2010. Prior to joining Symmetry, he held several international investment management positions at Prudential Capital Group and worked as an internal consultant for The Hartford Financial Services Group. He received his B.S. in International Finance & Commerce from Georgetown University’s School of Foreign Service and his M.B.A. in Finance and Venture Consulting from the University of Connecticut. He became a CFA® charterholder in 2003, and a CAIA® charterholder in 2011.
Three successful Financial Advisors discuss how they are growing and delivering an exceptional client experience. They will also discuss the tool and technologies they use,
Event Details
Three successful Financial Advisors discuss how they are growing and delivering an exceptional client experience. They will also discuss the tool and technologies they use, as well as how they are earning referrals.
Speakers
Mr. Lavery works with Symmetry’s growing community of advisors to help them grow their fee-based businesses. He has over 12 years of experience in the finance industry and strives to help advisors implement Symmetry’s host of practice management and marketing tools into their practices.
Dimensional Fund Advisors & AQR Capital Management.
In “Key Stories from the Third Quarter,” Dimensional shares strategies, data, and perspective on how
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Dimensional Fund Advisors & AQR Capital Management.
In “Key Stories from the Third Quarter,” Dimensional shares strategies, data, and perspective on how you can keep clients invested and focused during volatile markets.
In “Breaking Beta,” AQR looks at why and how to diversify in a changing market environment, including the compelling case for Alternatives.
more
Speakers
Andrew Keiper is a Vice President and Regional Manager in Dimensional’s Global Client Group. Based in the Austin office, Andrew is a member of the Enterprise Group and leads a team focused on intermediary relationships and model portfolio distribution. Andrew began his career with Dimensional in 2004 in Santa Monica and became a Regional Director in 2007. Prior to joining the firm, he spent three years at John Hancock and two years as a consultant in the international tax group at Ernst & Young.
Dan Villalon is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In this role, he oversees the team responsible for advising clients on portfolio challenges as well as creating investor-oriented thought leadership, such as Alternative Thinking and other published research. Additionally, Dan founded, co-wrote and hosted AQR’s podcast, The Curious Investor. Prior to joining AQR, Dan was a senior business analyst at Mitchell Madison Group and an investment analyst in the private bank at JPMorgan Chase & Co. He earned a B.A. in physics from Pomona College and an M.B.A. with a concentration in analytical finance from the University of Chicago Booth’s School of Business. Dan is a CFA charterholder and a member of the Advisory Board of the Journal of Investing.
How do you make taxes a part of your business strategy? How do you build better relationships with CPAs? How can advisors use tax planning to help
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How do you make taxes a part of your business strategy? How do you build better relationships with CPAs? How can advisors use tax planning to help their clients? Our panel of Advisors affiliated with CPA firms has the answers.
Speakers
Mr. Romano is responsible for supporting the business growth objectives of Symmetry’s strategic relationships. Working closely with the financial advisor community, Mr. Romano assists advisors in identifying and implementing a variety of tools and resources Symmetry has developed to help them grow their practices through improved efficiency. With more than 20 years of experience in the financial services industry, Mr. Romano was previously employed by Advest, Inc. as a Relationship Marketing Consultant in the Asset Management Services Department. Mr. Romano graduated from Assumption College in Worcester, MA earning a degree in Business Management. He currently resides in Woodstock, CT.
80% of CEOs think their firms deliver a superior client experience. Only 8% of their clients agree. Discover how your firms can compress the experience gap,
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80% of CEOs think their firms deliver a superior client experience. Only 8% of their clients agree. Discover how your firms can compress the experience gap, so that you can better keep up with ever-evolving expectations of your clients.
Speakers
Greg Menefee serves as the Senior Vice President of Consulting and Implementation for technology solutions at Orion. In this role, Greg is the champion of the phrase “Elevate Everything” with his team of consultants, who are dedicated to helping advisors maximize their Orion experience and achieve their strategic goals. A self-proclaimed CX fanatic, Greg brings over two decades of expertise in helping advisors think differently about creating incredible client experiences for their clients.
Greg began his career in 1998 with Fidelity Investments, with a focus on institutional and Family Office businesses. Most recently, prior to joining the leadership team at Orion, Greg built and led the TD Ameritrade Institutional Sales & Consulting team for 11 years. When not working with advisors or reading up on the latest books about client experience, you can find Greg and his wife, Summer, on mountain bikes with their kids in the Mountain Biking Capital of the world, Bentonville, AR.
Share ideas and have 1-on-1 discussions with various Symmetry departments as well as select partners. Also, learn about new tools and resources and capabilities.
Event Details
Share ideas and have 1-on-1 discussions with various Symmetry departments as well as select partners. Also, learn about new tools and resources and capabilities.
From defining your ideal client to creating a value proposition and mission statement to defining what makes you different, this webinar will show everything you
Event Details
From defining your ideal client to creating a value proposition and mission statement to defining what makes you different, this webinar will show everything you need to create a simple and effective marketing plan. We will also show you tools that Symmetry offers that can help you along the way.
Speakers
Andrea is responsible for managing all of Symmetry’s digital initiatives and properties, including websites, email, campaigns, social media, and lead generation. She also works closely with Sales to help deliver a better digital experience for Symmetry’s clients and prospective clients. She oversees marketing automation and Hubspot CRM and consults regularly with Advisors on their own digital marketing. Andrea has both Hubspot Marketing and Hubspot Sales Certifications. Previously at Symmetry, she worked in National Accounts assisting in the training of sales desk partners and running campaigns for broker dealers.
Mr. Storer has more than 15 years of experience in the financial services industry. He has worked with leading financial services firms including Wachovia, John Hancock, Merrill Lynch and New York Life Investment Management. During his career, he has worked with financial consultants and their clients throughout the United States in implementing investment strategies designed to help them in reaching their investment and retirement goals.
Referrals are the most cost-effective and powerful way to grow your business, but most Advisors don’t have a referrals strategy. This prestation walks you, step-by-step
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Referrals are the most cost-effective and powerful way to grow your business, but most Advisors don’t have a referrals strategy. This prestation walks you, step-by-step through, a comfortable, time-tested 9-step process for for earning more client referrals.
Speakers
William Chettle is responsible for leading sales & marketing for Symmetry and its affiliated companies, including the Symmetry Marketing Group. He has almost three decades of financial services experience. Previously, he headed up Marketing and Communications for Loring Ward. Prior to that, he was in charge of Brokerage Marketing for Wachovia Securities. William has also held senior positions in National Sales, Communications, and Marketing at Wachovia Securities and Prudential Securities.
