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    Lisa D’Amico

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    President's Council Advisor


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    Gregg Klein

    Director, Product Management and Strategic Alliances

    Albridge, An Affiliate of Pershing

  • AdvisoryWorld's portfolio and security analytical capabilities developed for our Hypothetical tool run the gamut from basic portfolio review to sophisticated Modern Portfolio Theory analysis and methodologies. Advisors love the ease of use and the depth of analysis.

    Beth Cullinan

    Senior Director, MarketScope Advisor

    S&P Capital IQ

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    Vali Nasr

    President & CEO

    ClaraPHI Financial

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