Who We Are
We are a specialized Asset Manager providing portfolio construction and advisory support for advanced estate planning strategies.
Our Mission
To combine Advanced Analytics with Defined Outcome Investments and
Improve Outcomes for Established Wealth Transfer Strategies
Improve Outcomes for Established Wealth Transfer Strategies
Meet Our Team
Edward CondonEd's deep involvement with Structured Investments began at Morgan Stanley on their Equity Derivatives Sales desk in New York. From there, he expanded his role in Equity Derivatives with Credit Suisse where he helped build a Structured Note coverage team. This team was spun out as Financial Products LLC, a boutique Broker/Dealer that Ed co-founded. Ed also held key executive positions with Halo Investing, a Chicago based structured note fintech company, which included Head of Broker Dealer Operations, Head of Marketplace and SVP Investment Solutions.
Ed Graduated from Lehigh University with a B.A. in Physics and holds an MBA in Finance/Statistics from NYU Stern School of Business. |
Craig SpiveyCraig has over thirty years of experience in the financial services industry and was owner of Seton Securities Group and Dakoy Capital Markets from 2011 through 2018. He has advised companies from pre revenue to $350MM in sales. Craig was an Executive Director in the Fixed Income department of Morgan Stanley where he traded Government Securities and Corporate Bonds. He also worked at Deutsche Bank and HSBC where he was a Managing Director.
Craig graduated from Brown University and holds an MBA from Harvard University. |