SAN FRANCISCO, May 24, 2016 /PRNewswire/ -- B2B digital advisory platform Emotomy announced today that its founder and CEO Patrick Beaudan has joined the board of the National Association of Active Investment Managers (NAAIM). NAAIM is a non-profit trade group of nearly 200 Registered Investment Advisors and their representatives who collectively manage over $35 billion in assets.
Dr. Beaudan is the co-founder and CEO of Belvedere Advisors, a privately owned registered investment advisor that builds and manages multi-asset-class, global investment portfolios for individuals, families, and institutions. He also created Emotomy, a state-of-the-art white-label digital advisory platform that works with multiple custodians and allows investment advisors to design, market and trade their own investment strategies.
"Dr. Beaudan brings years of financial investment experience to the NAAIM board and his experience in the digital advisory platform space aligns nicely with our goals, one of which is to help advisors offer active investment management strategies to their clients as part of a balanced portfolio plan," said Ted Lundgren, NAAIM Chairman. "His addition to our board will provide tremendous value to our membership."
NAAIM publishes the weekly NAAIM Exposure Index and sponsors the annual Uncommon Knowledge conference, along with smaller conferences and regional workshops on managing portfolios, trading techniques for various instruments and markets, regulation and compliance, and other topics of interest to its membership. For more information, visit www.naaim.org.
Emotomy is a state-of-the-art robo platform offering financial professionals an intuitive and highly customizable solution to help serve institutional clients seamlessly and efficiently. It was founded by financial industry veterans Dr. Patrick Beaudan and Mari Kawawa, visit www.emotomy.com