3 Edge Asset Management, Lp

Alireza Kandi is a CFA® charterholder and registered financial advisor with 12 years of industry experience. He is currently with 3EDGE Asset Management, LP and Vigilant Distributors, having previously worked at Charles Schwab and Cetera Investment Services. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment.

Ashley Koed is a financial advisor at 3EDGE Asset Management, LP with 17 years of industry experience. She holds a Series 65 designation and previously worked at Rinet Company, LLC and Windhaven Investment Management, Inc. Ashley has been with 3EDGE since 2016. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, acting as a sub-advisor to other advisers, and managing registered ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that integrates quantitative research with investment committee judgment and stress testing.

Defred Folts III is a financial advisor with 21 years of industry experience, currently with 3EDGE Asset Management, LP. He holds Series 63 and Series 65 credentials and has previously worked at Foreside Fund Services, Windhaven Investment Management, and Windward Investment Management. Folts serves on the Board of Governors at the Concord Museum, where he also chairs the Investment Committee, and he is a member of the Investment Committee at the Umbrella Center for the Arts. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, sub-advises other advisers, and manages ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with committee judgment and stress testing, typically implementing strategies through ETFs including its own 3EDGE Funds.

Monica Chandra is a financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. She holds the Series 63 and Series 65 designations. In addition to her advisory role, she serves as a board member for Leader ZInvest LLC, a venture firm focused on technology investments. 3EDGE Asset Management, LP is a discretionary investment manager offering services to separately managed account clients, other investment advisers through sub-advisory roles, and individual and high-net-worth clients via non-discretionary advice and financial planning. The firm employs a top-down, globally diversified multi-asset allocation process that integrates quantitative research with committee judgment and stress testing, primarily implementing strategies through ETFs, including proprietary 3EDGE Funds.

Kevin Kenny is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes positions at Fisher Investments and Northern Lights Distributors, LLC. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

Jonathan Cressy is a financial advisor with 26 years of industry experience, currently affiliated with 3EDGE Asset Management, LP. He holds Series 63, 65, and 66 licenses and has previously worked at PIMCO Investments LLC and Foreside Fund Services, LLC. Outside of his advisory role, he serves as a manager for a real estate business focused on rental properties. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with committee judgment and stress testing, typically implementing strategies using ETFs and occasionally derivatives.

Stephen Cucchiaro is a financial advisor with 30 years of industry experience currently at 3EDGE Asset Management, LP. He holds the Series 63 designation and has worked at 3EDGE since 2015, including time before the firm’s current formation, with prior roles at Windhaven Investment Management, Inc. and Windward Investment Management Inc. He is also involved with 3EDGE Technology Company, providing technology services related to investment. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy combining quantitative research with committee judgment.

Peter Mc Manus is a CFP® professional at 3EDGE Asset Management, LP with 31 years of industry experience. He has held roles at Vigilant Distributors, Foreside Fund Services, LLC, Granite Investment Advisors, LLC, and has been with 3EDGE since 2016. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, acting as a sub-advisor, and managing registered ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with investment committee judgment.

Robert Phillips is a Series 65–licensed financial advisor with 14 years of industry experience. He has worked at 3EDGE Asset Management, LP since 2012 and previously at Windhaven Investment Management and Windward Investment Management. Outside of his advisory role, he is the president and owner of RE Phillips Systems Inc., where he oversees systems architecture and deployment. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and stress testing, typically implementing strategies with ETFs and, for certain accounts, derivatives and borrowing.

Thomas Giardino is a financial advisor at 3Edge Asset Management, LP with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northern Lights Distributors, Ocean Park Asset Management, and Sierra Investment Management, among others. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

Amanda Preston is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. She has worked at 3EDGE Asset Management, LP since 2022 and previously held roles at Windham Capital Management and Morgan Stanley. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and stress testing.

Lawrence Jules is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab Investment Advisory and Windhaven Investment Management. Outside of his advisory role, he serves as an independent trustee for Tidal Trust III Fund and acts as a strategic advisor and passive investor in real estate, transportation, and start-ups. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that integrates quantitative research and investment committee judgment, often implementing strategies through ETFs and other instruments.

Kevin Latu is a financial advisor at 3EDGE Asset Management, LP in Boston, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Vigilant Distributors LLC and Equitable Advisors. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach, combining quantitative research with investment committee judgment and stress testing.

Ryan Connolly is a financial advisor at 3EDGE Asset Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vigilant Distributors, Northern Lights Distributors, Wright Fund Management, Toews Corporation, and Weatherstone Capital Management. Outside of his advisory role, he is the founder of Solve It Bracket Apps, LLC, a company that designs and creates phone-based apps. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing, typically implementing strategies using ETFs and, in some cases, derivatives and borrowing for tactical exposure.

Eric Biegeleisen is a CFA® charterholder with 15 years of industry experience. He is with 3Edge Asset Management, LP in Boston, where he has worked since 2017. His prior experience includes roles at Vigilant Distributors, LLC, Foreside Fund Services, LLC, and several investment management firms. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process combining quantitative research with investment committee judgment.