Al Cumplido

Director of Investment Strategy @Independence Financial Partners

Warwick, RI, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2008 — Present

Director of Investment Strategy @Independence Financial Partners

View department →

As Head of Investment Strategy, Al works closely with senior management and top advisors to help define, shape, and execute the firms overall investment based objectives. Al assists advisors with investment analysis, global macro research, and risk management strategy. Al also chairs the IFP Investment Advisors Board, which brings together various PhD\'s, CFA charterholders, Portfolio Managers, and other high level investment talent from across the country to discuss investment outlooks and current events, as well as stress test internally produced investment research. I am licensed to sell insurance products in CT MA NY RI. I am licensed to sell securities products in CT MA NY RI. Signator is not affiliated with LinkedInand is not responsible for LinkedIn’s privacy or security policies. Signator does not endorse or adopt the contents, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by fans or third-parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial products or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only. 12••••••••64

ABOUT AL CUMPLIDO

Al Cumplido is the Founder and Co-CIO of AMP Consulting Group, an Outsourced CIO and Investment Strategist company focused on helping independent financial advisors across the country deliver better wealth outcomes for the clients the serve thought their investment advisory programs. Al previously served as the Director of Investment Research for Independence Financial Partners, a comprehensive wealth management and financial planning firm whose local roots trace back over 100 years. Since buying his first stock at 13, Al has maintained a committed passion for investments and capital market analysis. Al enjoys the opportunity to work everyday with a team of talented people who share the same focus: Work hard everyday to improve the long term wealth outcomes of our clients.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Al Cumplido — Director of Investment Strategy at Independence Financial Partners in Warwick, RI, US | Unifers