GLASfunds is a leading alternatives investment and operational platform providing financial advisors with direct access to exclusive private opportunities
Leading alternatives investment and operational platform, GLASfunds continues to grow its distinguished roster of their investment management team with the addition of Brett Hillard, CAIA, CFA to its Cleveland HQ.
Hillard brings over 15 years of experience as an investment analyst and most recently held the position of Managing Director at leading wealth management firm, Key Private Bank. As a long-time Ohio resident Hillard has built his career starting as a Valuation Analyst at CBIZ MHM, LLC and a Senior Valuation Analyst at Apple Growth Partners before he joined Key Private Bank’s team. Here he worked his way from Senior Investment Analyst to Director of Portfolio Strategy, to then Managing Director, Portfolio Strategy and Multi-Strategy Research.
Leveraging his expertise in portfolio strategy and extensive analyst background, Hillard plans to bring his wealth of knowledge and management capabilities to bolster the GLASfunds team, playing an integral role in continuing to pioneer their platform to offer alternative investments accessibility.
Hillard graduated from Ohio State University with a BBA in Finance and Business Economics and is a licensed Alternative Investment Analyst Charterholder from the CAIA Association and a Chartered Financial Analyst Charterholder from the CFA Institute.
“I am excited to hit the ground running. It’s a great opportunity given the people at GLASfunds, their clients and the recent strategic partnership with CI Financial,” adds Hillard.
GLASfunds is a leading alternatives investment and operational platform providing financial advisors with direct access to exclusive private opportunities. Built with functional simplicity and extensive customization at its core, their digital ecosystem streamlines sourcing, aggregates reporting and centralizes information exchange to create a true end-to-end solution.
Their goal is to provide clients with a streamlined and easy to use platform, with all the tools, access and resources they need to confidently navigate the alternative investment space.
Disclosure
This report and the information contained herein is not intended to be, nor should it be construed as, an invitation, inducement, offer or solicitation to engage in any investment activity. This information is for discussion purposes only. Nothing contained in this report constitutes tax nor legal advice. Alternative Investing is complex and speculative; and thus, […]
Streamlining Alternative Investments: A Conversation with GLASfunds CIO, Brett Hillard
