Vise
David Hiles has a diverse work experience ranging from 2017 to the present. In 2017, they worked as a Summer Analyst at Deutsche Asset Management. In 2018, they moved to Guggenheim Partners as a Portfolio Analyst. Currently, they are employed at Vise, where they have held three roles since 2020, including Director of Strategy and Operations, Manager and Team Lead - Trading and Investment Operations, and Trading & Investment Strategy.
David Hiles received their Bachelor of Business Administration (B.B.A.) in Finance from Carnegie Mellon University between 2014 and 2018. In 2016, they participated in a study abroad program at The London School of Economics and Political Science (LSE) in Alternative Investments & Analysis and Management of Financial Risk. Prior to that, they attended Rumson Fair Haven Regional High School from 2010 to 2014.
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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.