Category: Banking Bosses

Ascendant Capital, LLC Founder and CEO, Jeffry Schneider

Under Jeffry Schneider’s leadership, Ascendant Capital has developed quickly during the past five years with workers increasing from two to over thirty employees. During the time, Schneider and his group have raised almost $1billion in the place of various managers. The company operates with over fifty broker-dealers, countless family offices & 250 investment advisors. The raised capital has been utilized in purchasing auto dealerships, real estate and tech companies among others. Whilst the development is great, Schneider and his group have no plans of stopping and their focus is ready for the future. In this year, they are anticipating to contribute over $50 millions every month.

Schneider has the belief that option investments are a key way in diversifying holdings and minimizing volatility by viewing the situation of the market currently. The markets encountered huge growth in recent years, and the rate is expected to increase in days to come. For instance, by observing the smartest pools of cash, the allocation to option investments stands at levels that are greater compared with those of RIA’s. In general, the client portfolios are under allocation to option investment.

The culture of Ascendant Capital plays a key part in the organization’s success. The environment motivates if not relying upon the sense of trust and open dialogue between team members. It is that kind of transparency that Schneider takes pride in and extends externally too. His company has got a structure of interests and conducts its fiduciary accountability towards the investors the upper most priority.

Jeffry Schneider started Ascendant Capital LLC. and within his capacity, he has assisted in raising billions of dollars besides making the company to grow with over thirty workers presently. Schneider has a huge experience in the option investments space. Before, he worked with Smith Barney, Merrill Lynch, and Alex Brown. Apart from helping Ascendant Capital grow, Schneider is dedicated to assisting the less fortunate and operates closely with several other charitable companies including Wonders & Worries, Cherokee Home for Children and the Gazelle Foundation. Currently, Schneider dwells in Austin, Texas area and studied his degree from the University of Massachusetts, Amherst.

More: https://vimeo.com/jeffryschneider

 

Reifler and Forefront Stand Up For Veterans

 

It’s not always a common occurrence to see high powered firms and leaders in the field of financial capital management be so generous with their funds. However, Brad Reifler, the founder of Forefront Capital, is changing the game. Instead of keeping all of their profits, the firm is donating an incredible amount of $3 million to a nonprofit organization in order to reach their charitable goals. Reifler and his team are helping the people in need in this world get what they need. This kind of philanthropy is certainly refreshing to see in the world of finance. Brad Reifler has founded a number of companies as well in addition to this one, as outlined on his website.

 

Before becoming a Buzzfeed contributor, Brad Reifler first started his own firm in 1982 and worked there for ten years, then he started up Reifler Capital Management, being in charge of the sales desk, derivatives, foreign exchange, and brining in accounts from larger clients. Eventually, his path brought him to the CEO position of Pali Capital, where he worked for 10 years building the financial future of his clients and succeeding in many ways.

 

Now, Brad Reifler aims to give back more than ever before, and that’s why his firm is donating to Seals Dixon Center and the organization that surrounds it. They work both locally and nationally to secure better futures for veterans and their families. They help them get health care, get jobs, and receive more education. Reifler said he was proud to partner with the nonprofit for financial and other reasons.

 

The whopping $3 million may be a small amount in comparison to the amount of profits the firm made, but it will help with tax obligations and also to provide those crucial services that the veterans so desperately need. The economy in general always needs more laborers and hard workers, so it is good that they are being trained. When it comes to giving back, a capital firm like Forefront is a shining example of what can be accomplished and profited from at the same time while doing the right thing. Brad Reifler is a model that other financial experts should emulate. Read about those all important tips on his Investing.com profile, where Brad provides expert analysis for free.