Wizest
Jad J. Hoche, CFA, FRM, MBA has worked in the finance industry for over six years. In 2015, they began their career as a Portfolio Manager at AdCap | Securities | Asset Management | Investment Banking. In 2018, they joined Citi as a VP, Investment Counselor and in 2021 they became an Executive VP, Senior Investment Advisor at Boreal Capital Management. Also in 2021, they founded PopStar Auto and currently serves as an Expert / Portfolio Manager at Wizest.
Jad J. Hoche, CFA, FRM, MBA has a Bachelor of Arts degree in Finance/International Business from Georgetown University McDonough School of Business, and an Executive MBA from Northwestern University - Kellogg School of Management. Jad J. also holds certifications from the CFA Institute, GARP FRM Program, and the Massachusetts Institute of Technology.
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Wizest
Wizest democratizes access to these experts with a platform that enables new investors to draft their own team of financial advisors, making it as easy as fantasy football. For each financial advisor that you choose, Wizest replicates their portfolio on your behalf.