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Access here alternative investment news about Tech-advisor Hybrid Facet Wealth Wants Your Small Clients | Wealth Management
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Tech-advisor Hybrid Facet Wealth Wants Your Small Clients | Wealth Management

by wealthmanagement.com posted 1week ago 24 views
Facet Wealth's wheelhouse is the same client profile advisors are typically trying to offload. : Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon Valley veterans; Degrees from Stanford, Wharton, and Georgetown appear on their resumes; After being on the team that sold a start-up to Acxiom for $310 million, Jones was a founding partner at VC firm Argyle Ventures. McKenna helped nurture a string of start-ups as both a co-founder and angel investor after an earlier stint at Morgan Stanley and in the U.S. Army.