This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics…

This CEO Runs A $5.5B Money Management Firm By Putting The Client
First & Having Great Ethics…





Guest:


Ed Cofrancesco, Chief Executive Officer of International Assets
Advisor


With $5.5B AUM





Website:


https://www.iaac.com/





Bio:


For the two years before joining International Assets, Ed was
engaged in various entrepreneurial and consulting activities.
During this time, he was a Director for both Pluris Partners, LLC
and Telluride Partners, LLC. Both firms were engaged in providing
consulting services to private and public micro-cap companies.





Before that, Ed was a Director, Executive Vice President and COO
of International Assets Holding Corp., a NASDAQ listed financial
holding company. While there he rebuilt the Equity Trading
Department and developed and implemented all equity trading and
sales strategies. During his tenure, he increased trading
revenues 1500%. Having started there during a period of
continuing losses, he led the firm back to profitability and was
successful in bringing in new investors that increased the firm’s
capital by over 50%. Working with his new management partners, he
built operations to support new business lines including Fixed
Income, Asset Management, Precious Metals, and Foreign Exchange
divisions.





Previously, he served as a Vice President of International
Institutional Sales at Lehman Brothers, Inc. For 7 years he was a
Vice President with Raymond James and Associates, Inc. where he
started the International Trading and Operations Departments. He
was responsible for overseeing all International Equity, OTC ADR,
and Foreign Exchange trading with over 50,000 retail and
institutional trades per annum across more than 25 markets with
gross commissions over $20 million.





Mr. Cofrancesco has also held positions with Discount Corporation
of New York, Security Pacific National Bank, Bradford Trust
Company, United States Trust Company of New York and Shearson
American Express. He holds Series 7, 8, 24, 55 and 63. licenses.