Vise
Andy Waisburd is an accomplished finance professional with extensive experience in investment solutions and quantitative strategies. Currently serving as the Head of Investment Solutions at Vise since January 2023, Andy previously held various leadership roles at Invesco Ltd. from 2008 to 2022, including Head of Invesco Indexing and Global Head of Portfolio Management for Invesco Quantitative Strategies. Prior to Invesco, Andy was a Senior Quantitative Analyst at BMO Global Asset Management and the Director of Research at NYSE-Arca. Andy began an academic career as an Assistant Professor of Finance at Texas Christian University from 2000 to 2005. Academically, Andy holds a Bachelor of Science in Statistics from Cornell University, as well as a Master of Science and a Doctor of Philosophy in Finance from Indiana University Bloomington.
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Vise
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Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.