Introduction

As Chief Operating Officer & Integrator, Alfredo Risi is responsible for executing the vision of the firm’s executive leadership, managing organic and inorganic growth, and for ensuring clients and strategic partners have an exceptional experience when interacting with all internal teams. He leads the long-range and operational planning functions and is responsible for ensuring the firm runs at an optimal level of efficiency.

Risi, a seasoned financial services executive with over 18 years of experience, previously held positions with HighTower, Deutsche Bank, and Merrill Lynch. He also served as COO of a New York-based Registered Investment Advisory firm. He brings extensive business experience and insights to ensure proper technology and processes are in place, and that teammates have the necessary tools to excel in a growth environment.

Risi is originally from Peru where he attended the Universidad of Lima and received a degree in Economics. He obtained his MBA from The University of Chicago Booth School of Business. He maintains a tri-citizenship with the U.S., Peru, and Italy (EU).

He is a proud husband and father of two children.