Entrepreneurially-driven senior financial services professional dedicated to leveraging the benefits of passive investing for institutional and individual investors. Gus has dedicated his career to promoting the benefits of passive investing, developing and launching innovative passive ...more

Entrepreneurially-driven senior financial services professional dedicated to leveraging the benefits of passive investing for institutional and individual investors. Gus has dedicated his career to promoting the benefits of passive investing, developing and launching innovative passive investment products and services, and supporting the integration of passive investment strategies into investors' investment programs. Specialties: Implementation of differentiated, competitive, diversified, and tax-efficient core asset class portfolios for investment professionals. Development of investment policy statements, strategic asset allocation plans, review of investment programs, and advisor due diligence efforts. Uniquely qualified to provide advisory services on design, structure, launch, and distribution of ETFs and related index-based investment products.less