Alfredo Risi
Chief Operating Officer
Alfredo Risi is an accomplished financial services professional with a diverse background in strategy, finance, human resources, operations, technology, and compliance.
He has a passion for understanding and enhancing businesses, delivering strategic insights as a consultant to wealth management advisory practices.
Alfredo has extensive experience in major initiatives, including the transformation of a financial services firm, implementation of large-scale projects, and execution of mergers and acquisitions.
He excels in managing relationships with diverse stakeholders and places high value on people and talent development.
Alfredo Risi's core traits include integrity, excellence, and a focus on continuous improvement.
He pursued a Master of Business Administration (MBA) with a focus on Finance and Accounting at The University of Chicago - Booth School of Business.
Alfredo also holds a Bachelor's Degree in Economics from Universidad de Lima.
His professional experience includes roles as Chief Operating Officer at Schechter Wealth, Executive Director at HighTower Advisors, and Chief Operating Officer/Chief Compliance Officer at Fischer & Co., LP (which was later acquired by HighTower Advisors).
Alfredo has also served in positions such as Assistant Vice President at MetLife, Vice President at SilverLane Advisors, Vice President at Deutsche Bank, and Associate at Merrill Lynch.
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Mutual Connections
Alfredo Risi
Chief Operating Officer
Alfredo Risi is an accomplished financial services professional with a diverse background in strategy, finance, human resources, operations, technology, and compliance.
He has a passion for understanding and enhancing businesses, delivering strategic insights as a consultant to wealth management advisory practices.
Alfredo has extensive experience in major initiatives, including the transformation of a financial services firm, implementation of large-scale projects, and execution of mergers and acquisitions.
He excels in managing relationships with diverse stakeholders and places high value on people and talent development.
Alfredo Risi's core traits include integrity, excellence, and a focus on continuous improvement.
He pursued a Master of Business Administration (MBA) with a focus on Finance and Accounting at The University of Chicago - Booth School of Business.
Alfredo also holds a Bachelor's Degree in Economics from Universidad de Lima.
His professional experience includes roles as Chief Operating Officer at Schechter Wealth, Executive Director at HighTower Advisors, and Chief Operating Officer/Chief Compliance Officer at Fischer & Co., LP (which was later acquired by HighTower Advisors).
Alfredo has also served in positions such as Assistant Vice President at MetLife, Vice President at SilverLane Advisors, Vice President at Deutsche Bank, and Associate at Merrill Lynch.
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