Active Allocator Holdings LLC (“ActiveAllocator”) is underscoring its commitment to leadership in the digital investment advice, asset allocation and retirement income business by becoming a member of RIIA®.
In their press release, Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, described the value they see in RIIA’s “View Across the Silos℠” approach and resources to support their focus on delivering leading-edge asset allocation solutions to financial advisors and their retail and institutional clients. With ActiveAllocator’s approach of blending the human and the digital, they see RIIA’s framework as extremely beneficial to their product-market strategy.
Learn more about ActiveAllocator and why they chose RIIA by joining Sameer Jain at RIIA’s 2017 Summer Conference July 17 & 18 in Salem, MA, where he will be a featured speaker. Mr. Jain brings a deep background in investments to the conference. Prior to his work as a founder of FinTech ActiveAllocator.com, he was Chief Economist & Managing Director at AR Capital. He has also held leadership positions at UBS as a capital allocator responsible for all illiquid investing, and at Citigroup Alternative Investments where he headed product development & investment research.
He has written over 30 academic and practitioner articles on alternative investments with thousands of downloads at SSRN, presented at over a hundred industry conferences and has coauthored a book, “Active Equity Management”.
Mr. Jain has multiple degrees in engineering, management, public administration and policy and is a graduate of Massachusetts Institute of Technology and Harvard University. He is a recipient of the Alfred Sloan Fellowship and subsequently was a Fellow of Public Policy and Management at the Harvard Kennedy School of Government for a year. He holds Series 7 and 66 securities licenses.