Asset Tactic Consultants Deepens Expenditure Workplace and Personal Prosperity Solutions | Nationwide Organization
3 min readBALTIMORE–(Business enterprise WIRE)–Apr 13, 2021–
Asset System Consultants (ASC), an independent investment decision advisory company, nowadays announces the deepening of its institutional expense business and non-public wealth tactics with the using the services of of Juan M. Buendia as Senior Customer Advisor. Juan brings above 30 several years of worldwide customer practical experience and financial commitment point of view to ASC, which now has additional than $8 billion in institutional and household property below advisement.
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Prior to joining ASC, Juan advised endowments, foundations, sovereign wealth money, central banking institutions and relatives workplaces around the world and directed client teams at foremost and groundbreaking world wide investing firms these kinds of as BlackRock and Brinson Associates in New York. Most not long ago, he headed the Baltimore office environment for Hirtle Callaghan, an outsourced expenditure office professional business.
Juan’s retain the services of is an additional stage in ASC’s strategic and deliberate expansion into discretionary expense options tailored to institutions and people. That exertion was formalized in late 2019 with the choosing of Andy Conner, a previous Deputy and Interim Chief Investment Officer (CIO) at the Johns Hopkins College Place of work of Expenditure Administration, as the firm’s new CIO. Afterwards in early 2020, ASC obtained Belay Group, a Baltimore-based mostly personal wealth management company led by investment decision veteran, Tony King.
“Juan’s arrival strengthens our value proposition of servicing clients with well-informed and seasoned industry experts,” reported Bobby Merrick, Principal at Asset Tactic Consultants’ Hunt Valley headquarters. “Additionally, Juan’s skills for developing enterprises will confirm instrumental as we broaden our discretionary financial investment solutions offering.”
“I am quite fired up to be joining the team at Asset Tactic Consultants,” stated Juan Buendia. “ASC has an enviable record of very long-tenured consumers and the firm’s reaction to the developing fascination in discretionary financial investment management is exceptional and amazing. I am also specifically delighted to be becoming a member of a firm with a deep consumer service and consultative tradition.”
About Asset Approach Consultants
Established in 1991, Asset Technique Consultants (ASC) is a privately held, unbiased expenditure advisory agency that offers personalized solutions to fiduciaries of endowments, foundations, retirement ideas, insurance coverage companies and family members. ASC helps consumers in handling investment risk and acquiring their extended-time period ambitions. The company, headquartered in Hunt Valley, MD, has three other offices together the East Coastline. For more details, remember to visit www.assetstrategyconsultants.com
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Speak to: For additional data about this push release, be sure to get in touch with India Suter, Director of Enterprise Development at ASC.
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Keyword: UNITED STATES NORTH The us MARYLAND
Sector Keyword: CONSULTING BANKING Professional Expert services FINANCE
Source: Asset Technique Consultants
Copyright Organization Wire 2021.
PUB: 04/13/2021 08:49 AM/DISC: 04/13/2021 08:49 AM
Copyright Organization Wire 2021.
