Hailin Li, Ph.D., CFA
Naperville, Illinois, United States
928 followers
500 connections
Naperville, Illinois, United States
928 followers
500 connections
Activity
-
Advyzon Investment Management Adds New Asset Managers, Including BlackRock and DFA - https://lnkd.in/erTYRJ_s Follow Citybiz on LinkedIn -…
Advyzon Investment Management Adds New Asset Managers, Including BlackRock and DFA - https://lnkd.in/erTYRJ_s Follow Citybiz on LinkedIn -…
Liked by Hailin Li, Ph.D., CFA
-
Amazing week in Las Vegas at the TradePMR SYNERGY conference! It's always great to connect with so many old friends & Advyzon clients and make some…
Amazing week in Las Vegas at the TradePMR SYNERGY conference! It's always great to connect with so many old friends & Advyzon clients and make some…
Liked by Hailin Li, Ph.D., CFA
-
When Advyzon first came on the market over a decade ago, Bob Veres was wary of all-in-one platforms. Initially skeptical of the efficacy of combining…
When Advyzon first came on the market over a decade ago, Bob Veres was wary of all-in-one platforms. Initially skeptical of the efficacy of combining…
Liked by Hailin Li, Ph.D., CFA
Experience
Education
More activity by Hailin
-
Very excited to announce that Kartik Srinivasan and Dave Goes have joined our executive team to help fuel the next chapter of growth at Advyzon!…
Very excited to announce that Kartik Srinivasan and Dave Goes have joined our executive team to help fuel the next chapter of growth at Advyzon!…
Liked by Hailin Li, Ph.D., CFA
-
Advyzon has done a remarkable job servicing advisors and their clients over the last decade. And recently we were named the best all-in-one platform…
Advyzon has done a remarkable job servicing advisors and their clients over the last decade. And recently we were named the best all-in-one platform…
Liked by Hailin Li, Ph.D., CFA
-
Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Fintech Solutions. Find…
Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Fintech Solutions. Find…
Liked by Hailin Li, Ph.D., CFA
-
Thank you to ThinkAdvisor for covering our inaugural conference! Tim Welsh, CFP shares highlights from our conference held last week in Phoenix…
Thank you to ThinkAdvisor for covering our inaugural conference! Tim Welsh, CFP shares highlights from our conference held last week in Phoenix…
Liked by Hailin Li, Ph.D., CFA
Other similar profiles
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More