Triad Advisors
David Kass is a seasoned financial professional with extensive experience in equity trading and investment consulting. Currently serving as a Senior Equity Trader at Triad Advisors since November 2016, Kass has previously held significant positions including Director of Equity Trading at SunTrust Robinson Humphrey, Vice President of Equity Sales and Trading at Jackson Securities, and Investment Consultant at Scottrade. With a strong background in sell-side execution services for institutional accounts, Kass has demonstrated expertise in algorithmic trading, transaction supervision, and compliance. Educationally, Kass holds a Bachelor of Science degree in Economics from Florida State University.
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Triad Advisors
At Triad Advisors, we understand your desire for independence and the freedom to make your own decisions for your own clients. That is why hundreds of independent financial professionals across the country have made Triad Advisors their broker/dealer partner. Our nourishing, personalized culture of service naturally attracts a diverse mix of successful financial professionals and is a primary reason why Triad has been consistently ranked, over the years, as one of the leading broker/dealers in the industry as measured by growth in revenue, assets and production per advisor. With an extensive menu of products, technology systems and total wealth management solutions, we deliver the resources to help serve your clients and grow your business more efficiently and effectively. This is not a solicitation or recommendation to purchase or sell any investment product or service, and should not be relied upon as such. Triad Advisors, LLC member FINRA/SIPC. Third-party comments may not be representative of all customer experiences. Please see website for full disclosures.