Personal Information
Organização/Local de trabalho
Greater New York City Area United States
Cargo
Bringing high quality, low cost, software based investments to nonprofits | @_Meritam
Setor
Finance / Banking / Insurance
Site
www.meritam.org
Sobre
I’m bringing high quality, low cost financial technology (‘FinTech’) solutions to the nonprofit sector to help organizations save time and money. Specifically, my company, Meritam, makes it easy to manage investments by providing customized passive investment strategies. We do this by leveraging technology to optimize for risk and asset allocation, and using only low cost, index products for the investments.
My goal is to introduce financial reform and innovation occurring in other parts of the financial services world to nonprofits and other institutions. With over $4 Trillion of assets held by the nonprofit sector in the US, there is the potential to save ~$80 B in fees annually, and...
Marcadores
governance
investing
nonprofit
fintech
fiduciary
endowment
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