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Al Cumplido, CFA

Al Cumplido, CFA

Al has been affiliated with our office for over 15 years. As Head of Investment Strategy, Al works closely with top advisors to help define, shape, and execute the firms overall investment based objectives. Al assists advisors with investment analysis, global macro research, and risk management strategy. Al also chairs the IFP Investment Advisors Board, which brings together various PhD's, CFA charterholders, Portfolio Managers, and other high level investment talent from across the country to discuss investment outlooks and current events, as well as stress test internally produced investment research.