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Nir K

CFA®, Series 65

Providence, RI

Unison

Nir Kaissar is the sole advisor at Unison, based in Providence, RI, holding the CFA® designation and Series 65 license with 18 years of industry experience. He previously worked at Unison Advisors LLC from 2005 to 2008. Outside of advising, Mr. Kaissar is a columnist for Bloomberg Opinion. Unison provides discretionary multi-asset portfolio management for individuals, trusts, charitable organizations, and other registered investment advisers through subadvisory arrangements. The firm’s approach focuses on diversified, low-cost, tax-efficient allocations across passive, transparent funds, with governance managed by a single investment professional.

Passive / index investing Wealth management Real estate investing
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