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Tomasz Wojciechowski

Highly motivated and experienced Head Portfolio Manager for Global Fixed Income and Global FX with almost 27 years of experience in Financial Markets.... View More

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Charlotte Sweeney

Charlotte Sweeney

I am enthusiastic, motivated by challenge and self-improvement. I am a positive team member with an exemplary work ethic. I work extremely well under ... View More

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Rosie Zuluaga

Seeking a challenging position that will allow me to grow personally and professionally. Knowledgeable with solid background in managing high-value cl... View More

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Certifications

  • RI Department of Business Regulations
  • FINRA Securities Industry Essentials SIE
  • Series 6
JUSTIN BAIERL

JUSTIN BAIERL

Accomplished Financial Advisor with a proven track record at Axias Wealth Advisors, excelling in wealth management and relationship building. Demonstr... View More

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Certifications

  • CERTIFIED FINANCIAL PLANNER
  • SIE - Securities Industry Essential Examination
  • Series 7TO - General Securities Representative Examination

Connor Pilosi

Dynamic financial advisor with experience shadowing my Father, adept at crafting personalized investment strategies and fostering strong client relati... View More

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Jason Lin

Results-driven Investment Manager with a strong focus on portfolio management and due diligence. Proven ability in relationship building and risk mana... View More

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Certifications

  • Chartered Financial Analyst (CFA) Charterholder

William Morin

Experienced investment professional specializing in portfolio management and client engagement in emerging markets equities. Possesses deep knowledge ... View More

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Certifications

  • FINRA Series 7, Series 66, Series 31, SIE
  • Bloomberg Professional Certification
  • MIT Python Coding Certificate

Anthony Rutkowski

Detail-oriented financial professional with strong expertise in Excel, portfolio management, and investment strategies. Demonstrated ability in develo... View More

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Greg Strite

Greg Strite

Highly disciplined and motivated college athlete with experience in leadership, teamwork, and goal setting. Detail-oriented, with a foundation in fina... View More

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Sujeet Kotian

Sujeet Kotian

Experienced financial services professional dedicated to customer satisfaction. Expert in wealth management, financial planning and insurance products... View More

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