Riskbridge Advisors, LLC

Craig Pfeiffer is a financial advisor at RiskBridge Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and serves as President and CEO of the Money Management Institute, an industry association. Pfeiffer is also President and CEO of Hohting Group, LLC, a management consulting firm, and Advisors Ahead, LLC, which provides financial services training and education. Additionally, he is an operating partner at Corsair Capital and an independent board director for Westfield Insurance and Ohio Farmers Insurance Company. 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 comprehensive offerings including discretionary and non-discretionary management, sub-advisory solutions, and family office services.

Clay Skurdal is a financial advisor at RiskBridge Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining RiskBridge in 2021, he worked at Fieldpoint Private Securities, LLC for five years. Skurdal is also a founding partner and Executive Vice President of Advisors Ahead LLC, an online digital training service for financial advisors, and serves on the boards of Marist Catholic High School and the Phi Sigma Kappa Foundation. RiskBridge Advisors serves institutional clients and high-net-worth individuals through a risk-first, factor-based investment approach focused on managing portfolio volatility. The firm offers discretionary and non-discretionary investment management, sub-advisory services, comprehensive financial planning, and family office solutions.

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.

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.

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.

Ian Skurdal is a financial advisor with RiskBridge Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Finley Davis Financial Group and The US Gymnastics Academy. RiskBridge Advisors serves institutional clients and high-net-worth individuals, offering a risk-first, factor-based investment approach and a range of services including discretionary and non-discretionary investment management, sub-advisory solutions, comprehensive financial planning, and family office services.

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.