Altruist
Adam Grealish is the current Director of Investment Solutions and GM of Advisory at Altruist. Adam was previously the Head of Investing at Betterment from March 2016 to February 2021. Adam is also a co-founder of Roletroll, and has held positions as Vice President at Goldman Sachs and Senior Quantitative Analyst at New York Life Investment Management.
Adam Grealish reports to Jason Wenk, CEO, Founder. They are on a team with Ellie Kibbe - Director, Product Design, Raphael Rivero - Growth Marketing Associate, and Pete Dorsey - Chief Strategy & Revenue Officer.
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Altruist
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Altruist helps you do better with your money by empowering financial advisors to do their best work. Altruist is an LA fintech company that's making investing fair for everyone. Their platform was built for modern financial advisors who put their clients first.