Vise
Brendan Nace, CFA, currently holds the position of Head of Portfolio Construction and Trading at Vise since July 2021, after previously serving as a Senior Trading Associate. Prior to joining Vise, Brendan Nace worked as a Trader at City National Rochdale from November 2013 to July 2021. Brendan Nace earned a degree from Siena College.
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Vise
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Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.