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Michael F

Series 63, Series 65

Norwalk, CT

Riskbridge Advisors, LLC

Michael Fredericks is a financial advisor at RiskBridge Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BlackRock Investments, LLC for 12 years, as well as LPL Financial LLC and Wealth Enhancement Group. RiskBridge Advisors serves institutional clients through an OCIO platform and offers private wealth management to high-net-worth individuals and families. The firm employs a risk-first, factor-based investment approach with an emphasis on portfolio volatility targets and uses an open-architecture implementation across various investment vehicles.

Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Executive Established Professionals
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Joshua K

Series 65

Norwalk, CT

Riskbridge Advisors, LLC

Joshua Kaufman is a Series 65-licensed financial advisor at RiskBridge Advisors, LLC with five years of industry experience. He has worked at RiskBridge since 2020 and previously held positions at Fieldpoint Private Securities, LLC and McLogan. Prior to his advisory roles, he was affiliated with Pace University. RiskBridge Advisors serves institutional clients through an OCIO platform and provides private wealth management to high-net-worth individuals and families. The firm employs a risk-first, factor-based investment approach with a two-level risk management framework and offers services including discretionary and non-discretionary investment management, financial planning, and family office support.

Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Executive Established Professionals
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William K

CFA®, Series 63

Norwalk, CT

Riskbridge Advisors, LLC

William Kennedy Jr. is a CFA® charterholder with 26 years of industry experience. He is currently with RiskBridge Advisors, LLC, where he has worked since 2020, following prior roles at Tomah Management, LLC and Fieldpoint Private Bank & Trust. Outside of his advisory work, he serves as Secretary of a family farm corporation and is involved in nonprofit organizations focused on investment and global economic policy, including serving on the investment committee of a church and as a board member of the Global Interdependence Center. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with a focus on portfolio volatility targets, integrating strategic and tactical risk management with proprietary research and manager due diligence.

Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Executive Established Professionals
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Ryan B

Series 63, Series 65

Norwalk, CT

Riskbridge Advisors, LLC

Ryan Bolanos is a financial advisor at RiskBridge Advisors, LLC with 7 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Charles Schwab, REAP Financial, LPL Financial, and NewSong Wealth Management Group. Before entering financial services, he worked at the University of Southern Mississippi's Office of Sustainability. RiskBridge Advisors serves institutional clients through an OCIO platform and provides private wealth management to high-net-worth individuals and families. The firm follows a risk-first, factor-based investment approach and offers discretionary and non-discretionary investment management, sub-advisory solutions, comprehensive financial planning, and family office services.

Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Executive Established Professionals
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