3Edge Asset Management, LP

Alireza Kandi is a financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including Charles Schwab Bank and CETERA Investment Advisers. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.

Ashley Koed is a financial advisor at 3Edge Asset Management, LP with 16 years of industry experience. She holds a Series 65 designation and has been with 3Edge since 2016. The firm serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. 3Edge employs a global, multi-asset, top-down allocation approach that combines quantitative research with committee review and stress testing, primarily implementing strategies via index ETFs, including its proprietary 3EDGE Funds and ESG-focused portfolios.

Defred Folts III is a financial advisor at 3EDGE Asset Management, LP with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3EDGE since 2016, with prior experience at Foreside Fund Services, LLC. He serves on the Board of Governors and chairs the Investment Committee at the Concord Museum, and is a member of the Investment Committee for The Umbrella Center for the Arts, both responsible for managing their respective endowment funds. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and committee review, primarily implementing strategies via index ETFs including its own funds and ESG-focused portfolios.

Monica Chandra is a financial advisor with 11 years of industry experience, currently with 3EDGE Asset Management, LP. She holds Series 63 and Series 65 designations and has worked at firms including Vigilant Distributors LLC and Foreside Fund Services, LLC. Outside of her advisory role, she serves as a board member for Leader ZInvest LLC, a venture firm making technology investments. 3EDGE Asset Management serves a diverse client base including individuals, family offices, and institutions through separately managed accounts, sub-advisory relationships, and ETFs. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with committee review and portfolio stress testing, implementing primarily via index ETFs and proprietary ESG strategies.

Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Northern Lights Distributors, LLC and Toews Corporation. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. The firm employs a global, multi-asset, top-down allocation approach, primarily implementing strategies through index ETFs and offering ESG-focused investment options.

Jonathan Cressy is a financial advisor at 3Edge Asset Management, LP with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Pimco Investments LLC and Foreside Fund Services, LLC. Outside of his advisory role, he manages a real estate business focused on rental properties. 3Edge Asset Management serves a range of clients including high-net-worth individuals, family offices, and institutional investors through separately managed accounts, sub-advisory relationships, and ETFs. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with committee review and portfolio stress testing, primarily implementing investments via index ETFs and proprietary ESG rankings.

Stephen Cucchiaro is a financial advisor at 3Edge Asset Management, LP with 29 years of industry experience. He holds a Series 63 designation and has been with 3Edge since 2015. Outside of his advisory role, he is involved with 3EDGE Technology Company, providing technology services related to investment. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.

Peter Mc Manus is a CFP® with over 31 years of industry experience. He has worked at 3Edge Asset Management, LP since 2016 and previously held roles at Foreside Fund Services, LLC and Vigilant Distributors. Mc Manus is based in Boston, MA. 3Edge Asset Management serves a diverse client base including individuals, family offices, endowments, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with portfolio stress testing, primarily implementing investments via index ETFs and proprietary ESG ranking methodologies.

Robert Phillips is a financial advisor at 3Edge Asset Management, LP with 14 years of industry experience. He holds a Series 65 designation and has been with 3Edge since 2015. Outside of his advisory role, Phillips is president and owner of RE PHILLIPS SYSTEMS INC., where he oversees systems architecture and deployment. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, and institutions through separately managed accounts, sub-advisory relationships, and investment advisory services for exchange-traded funds. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with committee review and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.

Thomas Giardino is a financial advisor at 3Edge Asset Management, LP with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northern Lights Distributors, Ocean Park Asset Management, and Sierra Investment Management. 3Edge Asset Management serves a range of clients including individuals, family offices, and institutional investors, employing a global, multi-asset, top-down allocation approach that combines quantitative research with portfolio stress testing. The firm is notable for advising exchange-traded funds and distributing model portfolios to outside advisers.

Amanda Preston is a CFP® with seven years of industry experience, currently serving as a financial advisor at 3EDGE Asset Management, LP. Her prior experience includes roles at Windham Capital Management and Morgan Stanley. 3EDGE Asset Management serves a diverse client base including high-net-worth individuals, family offices, and institutions, employing a global, multi-asset, top-down allocation strategy that integrates quantitative research and portfolio stress testing primarily through index ETFs and proprietary ESG metrics.

Lawrence Jules is a financial advisor at 3EDGE Asset Management, LP with 18 years of industry experience. He previously worked at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. Outside of his advisory role, he is involved in real estate development and property management through Ixelles Management Inc. USA and acts as a strategic advisor for investments in real estate, transportation, and start-ups in the Dominican Republic. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, primarily implementing strategies via index ETFs, including proprietary ESG-focused funds.

Kevin Latu is a financial advisor at 3EDGE Asset Management, LP with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Equitable Advisors and Vigilant Distributors LLC. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, and institutions through separately managed accounts, sub-advisory relationships, and financial planning services. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, primarily implementing strategies via index ETFs including proprietary 3EDGE Funds and ESG-focused portfolios.

Ryan Connolly is a financial advisor with 13 years of industry experience, currently with 3EDGE Asset Management, LP. He holds Series 63 and Series 65 designations and has worked at firms including Vigilant Distributors, Northern Lights Distributors, Wright Fund Management, Toews Corporation, and Weatherstone Capital Management. Outside of finance, he is the founder of Solve It Bracket Apps, LLC, a company focused on designing and creating phone-based apps. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.

Eric Biegeleisen is a CFA® charterholder with 14 years of industry experience. He is currently with 3EDGE Asset Management, LP and Vigilant Distributors, LLC. His prior experience includes roles at Foreside Fund Services, LLC, Beaumont Financial Partners, LLC, Cedar Capital, LLC, and Broadmeadow Capital. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, implementing investments primarily via index ETFs, including proprietary 3EDGE Funds and ESG strategies.