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Shana Sissel, Director of Investment Due Diligence & Senior Portfolio Manager @ Orion Advisor Solutions

      Shana Sissel is Director of Investment Due Diligence & Senior Portfolio Manager at Orion Advisor Solutions. She is primarily focused on high net worth clients and solutions, including a variety of focused equity strategies and customized tax managed direct index optimization portfolios. Additionally, Ms. Sissel leads the investment due diligence efforts for the firm. Jobs in ETFs caught up

Elizabeth Marchetti, Investment Director @ Wilbanks Smith & Thomas Asset Management

Elizabeth Marchetti is investment director for WST Capital Management. She oversees product management and operational alignment efforts for the platform, participating in product development, conducting platform analysis, leading positioning efforts and managing relationships with research teams and home offices. In advance of Inside ETFs 2020,  kicking off tomorrow in Florida, Jobs in ETFs sat down

Jin Li, Vice President, ETF & Quantitative Research Analyst @ BMO Capital Markets

Jin Li covers the ETF sector for BMO Capital Markets where his area of focus includes ETF investment strategies and factor research. Jin provides a top-down ETF-based portfolio construction screen and conducts ETF investor sentiment analysis for the purpose of highlighting investment themes and ETF products relevant to those themes. Jobs in ETFs sat down with Jin in advance of

Patrick McEntyre, Managing Director, Electronic Trading & Services @ National Bank Financial

Patrick is Managing Director of NBF’s Electronic Trading & Services, offering DEA and algorithmic trading as well as ETF, equity derivatives, and Portfolio Trading to institutional clients. He has been actively involved in shaping the Canadian regulatory environment and Jobs in ETFs caught up with Patrick in advance of the upcoming ETFGI Global ETFs Insights Summit in Toronto where he

Justin Castelli, Founder @ RLS Wealth Management & Co-founder @ the Advisor Growth Network

Justin Castelli is Founder of RLS Wealth Management and Co-founder of the Advisor Growth Network. Justin is one of the most influential young advisors in America, recognised for his blogs and podcasts, All About Your Benjamins and The Entrepreneur’s Blueprint. We sat down with Justin in advance of Wealth/Stack to discuss his brand, his

ETF STARTUP SCENE – ETF Stream Launches New ETF Solution

LONDON, 13 September 2017 – ETF Stream (www.etfstream.com) launches new “go-to” news and educational ETF website. Founded by leading ETF commentator, media entrepreneur and bestselling author David Stevenson*, ETF Stream will seek to educate both investors and industry participants on ETFs, as well as become a new ETF news and data resource across Europe and Asia/Australasia. The launch comes at a time of rapid growth

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