Edward McIlveen

Chief Investment Officer at Francis LLC

Role: Chief Investment Officer - Vice President Investment Consulting at Francis
Location: Brookfield, WI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Edward McIlveen

Chief Investment Officer, CFA Charterholder, certified in the economics of digital assets and blockchain. Focused on delivering clients simple, clear advice. Extensive experience in client communication with senior management, portfolio construction and risk mitigation through proactive investment monitoring, analysis and strategy development. Develop retirement plan governance strategies, implement investment recommendations for traditional and alternative assets, and serve to assist Plan Sponsors with maintaining a prudent oversight process.

Experience

Chief Investment Officer - Vice President Investment Consulting
Francis
Oct 2020 — Present · Brookfield, WI, US

Education

Marquette University
MBA, Finance
Gustavus Adolphus College
B.A., History

Skills

Alternative Investments
Equity Research
Volatility
Asset Management
Asset Allocation
Mutual Funds
Bloomberg
Dcf
Investments
Relative Value
Equity Valuation
Asset Managment
Global Macro

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@francisway.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Francis

Financial Services · 33 employees · Founded 2004 · Brookfield, Wisconsin, United States

Building the best retirement plans possible with employers and achieving Work-Life-Money Balance with their employees. Choosing a retirement plan consultant and financial wellness provider is an incredibly important and impactful decision for your organization and employees. Yet, with so many factors to evaluate and claims to consider, it can be difficult to decipher meaningful differences between competing advisors and offerings. The Francis Way: We connect the people we serve directly to the expert financial advice they need. We always uphold and embody the definition of an ERISA fiduciary. Your priorities are the only priorities we have. We focus exclusively on advising employers and their employees; we don’t contract with individuals. Our team of retirement plan and financial planning experts have decades of experience, providing employers and their people with depth of knowledge, insight, and expertise unmatched in the industry. With our comprehensive suite of financial wellness services, we help you and your people achieve the Work-Life-Money Balance that leads to strong financial futures and more fulfilling lives, inside and outside of work. Whether at work or on-the-go, our team meets your people where they\'re at. We work collaboratively, valuing partnership and the culture of your organization, and we care about the success of your business and your employees because – above all else – we value your trust. Our services are highly customizable to your workforce ensuring that your peoples\' money needs and concerns are being addressed. Companies hire us to design and operate the best retirement plans possible and to help employees achieve financial wellness and Work-Life-Money Balance. We are unapologetically straightforward – no conflicts, fixed fees, and a sole focus on connecting the people we serve directly to the expert advice they need.

francisway.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

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

About Edward McIlveen

Experience

Chief Investment Officer - Vice President Investment Consulting

Education

Marquette University

Gustavus Adolphus College

Skills

Find verified contacts for anyone on LinkedIn