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Fearful of the Market? How the NEW Betashield Program can Alleviate That Fear

Apr 16, 2020 06:00 PM in Eastern Time (US and Canada)

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Reid Mathews
Chief Operating Officer @Berry Financial Group
Tony Parish
Chief Investment Officer @Alphastar Capital Management
Tony joined Alphastar as Chief Investment Officer in April 2019, acting as Chair of the Investment Committee and overseeing and guiding Alphastar’s investment policies, money manager partnerships, and portfolio model offerings. Tony brings a wealth of experience to the Alphastar team, most recently having worked with Sage Advisory Services in Austin, TX as the Director of Quantitative Strategies; helping manage multiple objective-based investment strategies and serving on the firm’s Investment Committee, providing input on ~$12.5 billion of AUM. Previously, Tony worked in product development and analytics with Deutsche Asset Management, Credit Suisse, and OppenheimerFunds in New York City. He is passionate about working on financial data science projects (yes, really), and he specializes in quantitative modeling of multi-asset portfolios. Before moving to portfolio management, Tony began his career as a financial journalist, leading an editorial team for Investor Relations Magazine.
Brooks Riley
VP – Advisor Consulting @Alphastar Capital Management
Brooks is a member of Alphastar's sales & marketing teams where his primary responsibility is overseeing the Pathways new advisor training program. He works to prospect, on-board, and coach newly licensed investment advisors to ensure that they are able to efficiently and properly build a productive advisory business. He brings 8+ years of sales experience in the investment management industry to the Alphastar team. Brooks attended Northeastern University in Boston, MA where he graduated with a Bachelors of Science degree in Business Administration with a concentration in Finance and Investments. He then moved to New York City to begin his career as a financial consultant with a mid-size broker/dealer and investment bank. After 3 years in New York he moved to the firm’s San Francisco office to head up a program to recruit and mentor new broker trainees as well as manage a book of high net worth clients. Brooks has since returned to his hometown of Davidson, NC and enjoys playing g