![Trent O'Neal](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Trent O'Neal
Vorstandsvorsitzender bei
Wayfinding Financial LLC
Finance
Profil
Mr. Trent J.
O'Neal is a Chief Compliance Officer & Partner at Wayfinding Financial LLC.
He is responsible for much of the innovation behind our team’s investment strategy and service-oriented approach.
He is a graduate of the University of Nevada, he has a degree in Finance and Economics.
Aktive Positionen von Trent O'Neal
| Unternehmen | Position | Beginn |
|---|---|---|
Wayfinding Financial LLC
 Wayfinding Financial LLC Investment ManagersFinance Wayfinding utilizes personalized investment strategies to meet the needs and goals of clients. They provide a consultative process which combine both comprehensive financial planning concepts along with a disciplined investment allocation aligned with planning based individualized client’s risk/return needs. The firm manages diversified portfolios utilizing Exchange Traded Funds (ETFs) and actively managed institutional share class mutual funds to provide a long-term core strategic asset allocation. Wayfinding uses ETFs to appropriately weight sectors, geographies, market-caps, and styles to ensure portfolios accurately reflect opportunity within capital market assumptions over time. | Vorstandsvorsitzender | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Wayfinding Financial LLC
Wayfinding Financial LLC Investment ManagersFinance Wayfinding utilizes personalized investment strategies to meet the needs and goals of clients. They provide a consultative process which combine both comprehensive financial planning concepts along with a disciplined investment allocation aligned with planning based individualized client’s risk/return needs. The firm manages diversified portfolios utilizing Exchange Traded Funds (ETFs) and actively managed institutional share class mutual funds to provide a long-term core strategic asset allocation. Wayfinding uses ETFs to appropriately weight sectors, geographies, market-caps, and styles to ensure portfolios accurately reflect opportunity within capital market assumptions over time. | Finance |
