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Founding Member/Investor #565
May 2022
The Cashmere Fund invests in companies we believe can benefit from influence to grow faster than their competitors. Where possible, we work with management teams that are backed by venture capitalists we respect, helping them scale while creating positive, self-sustaining environments for our companies to thrive.
Experience · 4 entries
All (4)
Investments (1)
2024
Planning Consultant
Jul 2024
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
2023
Senior Associate, Financial Advisor Development Program (FADP)
Jun 2023
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.
For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.
Community guidelines: vgi.vg/sgl1
2022
Founding Member/Investor #565
May 2022
The Cashmere Fund invests in companies we believe can benefit from influence to grow faster than their competitors. Where possible, we work with management teams that are backed by venture capitalists we respect, helping them scale while creating positive, self-sustaining environments for our companies to thrive.
2021
Client Relationship Manager
Dec 2021
Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest.
Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.
