by Aleah Niemczyk | Sep 20, 2021
Our Team / Financial Planning Team Davis Barry Financial Planner dbarry@agilipersonalcfo.com Job Description As a Financial Planner, I assist clients with the development and implementation of comprehensive financial plans. For some of Agili’s clients, I also provide...
by Aleah Niemczyk | Sep 19, 2021
Our Team / Investments Team Scott Bracey Portfolio Analyst sbracey@agilipersonalcfo.com Job Description As a Portfolio Analyst, I work with Agili’s Financial Strategists to implement, review and monitor client investment portfolios, including executing trades. In...
by Aleah Niemczyk | Sep 18, 2021
Our Team / Financial Planning Team, Investments Team Peter Byrd, CFP® Financial Planning and Portfolio Analyst pbyrd@agilipersonalcfo.com Job Description As a Financial Planning and Portfolio Analyst, I assist clients and colleagues in the firm with financial...
by Aleah Niemczyk | Sep 17, 2021
Our Team / Financial Planning Team Sarah Caine, CFP® Financial Strategist scaine@agilipersonalcfo.com Job Description As a Financial Strategist my responsibilities include analysis, development, and execution of comprehensive financial plans for clients. For...
by Aleah Niemczyk | Sep 16, 2021
Our Team / Investments Team Conor Clark, CFA Manager of Investment Research cclark@agilipersonalcfo.com Job Description As the Manager of Investment Research, I oversee Agili’s investment research for all disciplines, manage a team of portfolio analysts, and co- lead...
