My guest will be Russell Rivera, CFA. Russell is the founder and President of Voice Wealth Management. He attended Harvard University where he was granted his Bachelor’s Degree in Economics. After college, Russell joined Goldman Sachs & Co., where he worked through several of the firm’s trading areas including bonds, options, and equity trading before joining the ETF Specialist Group. While in that group, he helped develop the first fixed income, silver, and leveraged exchange traded funds (ETFs). Additionally, he functioned as the specialist in the S&P 500 ETF, SPY, trading millions of shares each day.
After leaving Goldman Sachs, Russell briefly joined the Stern Group at Merrill Lynch, a wealth management team specializing in hedge strategies for customer portfolios.
Before founding Voice Wealth Management, Russell worked at The Abernathy Group II, LP as Head Trader and Market Strategist for the institutional brokerage, hedge fund, and family office units. Among his responsibilities, he sought tactical trading opportunities for the firm’s hedge fund and institutional clients as well as helping the family office develop and update models on asset allocation for family office clients.
Russell became a CFA Charterholder in 2007. Voice Wealth Management was founded in 2013 with the aim of helping individuals and families simplify their financial lives.