Proteus, LLC
David Rankin, CFP®, has held various leadership positions in the finance industry since graduating with a BA in Finance from Kent State University in 1996. David has gained experience at companies such as NatCity Investments, Robert W. Baird & Co., Merrill Lynch, Fisher Investments, and PNC. Currently, David serves as the Director at Proteus, LLC.
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Proteus, LLC
Proteus is much more than an alternative/private investment platform. Proteus efficiently provides investors and their advisors with an end-to-end solution to access otherwise unattainable opportunities in a curated list of alpha oriented alternative/private investment opportunities, top tier investments and managers as well as direct co-investing deals. The Platform also offers innovative alternative investment model portfolios and asset class pools for Qualified Purchasers, Qualified Clients and Accredited Investors. The platform provides portfolio construction tools and investment management analytics supported by an integrated client reporting suite and simplified tax reporting.