Liquid Strategies
Since 2013, Liquid Strategies has been applying a layer of index option investing to traditional bond and stock portfolios, creating practical solutions for managing clients’ cash flow and growth objectives. Overlay Shares eliminates past inhibitors of overlay adoption to make this strategy available to a broader investment community.
7-day free trial · no credit card
Verified contacts
12
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- PP
Parimal Patel
Chief Compliance Officer · Legal
EmailPhone - AS
Adam Stewart
Portfolio Manager, Director of Trading · Other
EmailPhone - PW
Peter Welch
Chief Compliance Officer & Controller · Legal
EmailPhone
Showing 3 of 12 verified contacts
Top roles at Liquid Strategies
10 distinct titles indexed · top 10 shown.
- 1associate director of advisor solutions
- 1chief compliance officer
- 1chief compliance officer & controller
- 1chief investment officer
- 1director - strategic relationship development
- 1investment analyst
- 1partner
- 1platform manager
- 1portfolio manager
- 1portfolio manager, director of trading
Sign up to unlock all 12 contacts at Liquid Strategies
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Liquid Strategies
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