How This $2B Money Manager Looks At Holistic Investing…

How This $2B Money Manager Looks At Holistic Investing…





Guest:


Dipen Mehta Chief Financial and Operating Officer at Invst with
$1.8B A.U.M.





Company:


Invst





Website: https://invst.com





Bio:


Chief Operating and Financial Officer at Invst and a Founder at
Super Amplify, with over 25 years of experience in the financial
industry.





I have a Series 65 license, an AIF & CIMA designation, and a
Lean Six Sigma Black Belt. I am also a keynote speaker, a
mathematician, and a former member of CBOE and CME. I have
master’s degree in financial mathematics from University of
Chicago where I also took several MBA courses.





I have certificate in Investment Management from Yale University
and two undergraduate degrees with three majors in Computers
Science, Economics, and International Management, from Boston
University.


At Invst, I oversee the day-to-day business operations of the
firm, which includes human resources, compliance, technology,
investment operations, insurance operations, financial
management, and vendor management. I work closely with the
leadership team, advisors, clients, and team members to create
and execute the business plan, and to support the firm's mission
of helping people live the life they want by making money work
for them. I am passionate about cutting-edge technology and how
it can help our team members and clients. I also hold the Chief
Compliance Officer, Chief Financial Officer, and Chief Technology
Officer positions. We pride ourselves on the growth achieved by
our clients and our abundance mindset all of which have led to
success for firm in accolades and AUM growth.





Super Amplify is a company I started in 2023 to help people use
AI better at work to help them do the things they love and
automate the things they hate. At Super Amplify, I help bridge
the gap between AI, data, and IP with customized technology for
clients. I enable users to build collections of their files and
ask questions to their data, using artificial intelligence and
data science. I connect data sources, workflows, and people using
to build automation via intelligent agents. I work with financial
advisors, institutions, banks, and other financial organizations
that want to improve performance for their clients and create
efficiency.





I started my career on the floor as a clerk and then a trader at
the CBOE and CME, and then founded Intelligent Market Trading
Company, one of the most successful firms in the pit and one of
the first to trade derivatives electronically.





Disclaimer:


Invst, LLC (“Invst”) is an SEC registered investment advisor with
offices in Indianapolis, IN and Tampa, FL. Invst does not make
any representations or warranties as to the investments and takes
no responsibility therefor. All such information is provided
solely for convenience purposes only and all users should be
guided accordingly. Prior to Invst rendering any of the advisory
services described herein, clients are required to enter into one
or more written agreements with Invst setting forth the relevant
terms and conditions of the advisory relationship (the “Advisory
Agreement”). For additional information, visit www.Invst.com.