Andrey Lyalko, CFA, CFP, is the Head of SMA Option Overlays and a Portfolio Manager. They previously served as Vice Chairman of the Board of Directors at Crossroads School from 2015 to 2020, providing strategic leadership and direction. In 2022, they held the position of Senior Vice President at Fidelity Investments, focusing on Direct Indexing Product Development, and have experience designing innovative financial planning tools. They are currently pursuing an MBA at The University of Chicago - Booth School of Business and hold a BBA in Finance from the University of Massachusetts, Amherst.
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