STRATEGIES
Adam Grealish
Head of Investments,
Altruist
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About Adam
With a career rooted in financial innovation, Adam Grealish brings a wealth of finance and investing expertise to Altruist. He most recently led Betterment's strategic asset allocation, fund selection, automated portfolio management, and tax strategies. Prior to that, Mr. Grealish served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Earlier in his career, he was part of the global quantitative equity portfolio management team at New York Life Investments.
Adam's Videos
Discover actions only available in down-markets that you can leverage when managing client portfolios. Lower asset prices present unique opportunities for tax management and portfolio management. With year-end coming up and markets still off their highs, these strategies can be used today to help put your clients on the path to success.
Adam Grealish
MARKETS
29:16
Explore what empirically makes the biggest difference in clients' lives. Specifically, the impact of portfolio construction, rebalancing, tax management, and behavioral design on investor returns. This ultimately rolls up into better client results and happier, more fulfilling client relationships.
(This session is eligible for one hour CE credit from the CFP Board)
(This session is eligible for one hour CE credit from the CFP Board)
Adam Grealish
STRATEGIES
50:42