Leveraging SMAs to Execute Data-Driven Alternatives Strategies with Christopher Volpe
Today, I'm excited to speak with Chris Volpe, Managing Director of Zephyr Financial Solutions, an award-winning asset and wealth management software platform. Zephyr is part of Informa, a leading global provider of digital-first and data-driven products and services. Chris and Zephyr Financial Solutions are FOX Technology Resource Partners, and we are happy to have the unique tools and expertise they bring to our membership community.
Alternative investments are an increasingly meaningful component of family office investment portfolios, and this segment of the investment landscape is also…
The skinny
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