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Trent O'Neal
Verkställande Direktör på
Wayfinding Financial LLC
Finance
Profil
Mr. Trent J.
O'Neal is a Chief Compliance Officer & Partner at Wayfinding Financial LLC.
He is responsible for much of the innovation behind our team’s investment strategy and service-oriented approach.
He is a graduate of the University of Nevada, he has a degree in Finance and Economics.
Aktiva positioner av Trent O'Neal
| Företag | Position | Start |
|---|---|---|
Wayfinding Financial LLC
 Wayfinding Financial LLC Investment ManagersFinance Wayfinding utilizes personalized investment strategies to meet the needs and goals of clients. They provide a consultative process which combine both comprehensive financial planning concepts along with a disciplined investment allocation aligned with planning based individualized client’s risk/return needs. The firm manages diversified portfolios utilizing Exchange Traded Funds (ETFs) and actively managed institutional share class mutual funds to provide a long-term core strategic asset allocation. Wayfinding uses ETFs to appropriately weight sectors, geographies, market-caps, and styles to ensure portfolios accurately reflect opportunity within capital market assumptions over time. | Verkställande Direktör | - |
Erfarenheter
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Börsnoterade företag
Privata företag
Kopplade företag
| Privata företag | 1 |
|---|---|
Wayfinding Financial LLC
Wayfinding Financial LLC Investment ManagersFinance Wayfinding utilizes personalized investment strategies to meet the needs and goals of clients. They provide a consultative process which combine both comprehensive financial planning concepts along with a disciplined investment allocation aligned with planning based individualized client’s risk/return needs. The firm manages diversified portfolios utilizing Exchange Traded Funds (ETFs) and actively managed institutional share class mutual funds to provide a long-term core strategic asset allocation. Wayfinding uses ETFs to appropriately weight sectors, geographies, market-caps, and styles to ensure portfolios accurately reflect opportunity within capital market assumptions over time. | Finance |
