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Financial Poise Radio


Note: Episodes 1-74 were produced under the name “Accredited Investor Markets Radio”. We changed the name to “Financial Poise Radio” starting with Episode 75.

Sep 4, 2015

This week in Episode 51, Accredited Investor Markets Radio speaks with Alexey Sokolin, COO of Vanare about drawing together robo-advising and traditional investment advising to help advisors give good advice at lower cost to more people. Such a combination may match well with the onset of generations who are both comfortable and nimble with automated systems, and may also pose scalable opportunities to investment advisory businesses.

 

You can learn more about Alexey Sokolin and Vanare here.


Or you can find them here:

Twitter: @LexSokolin & @vanareplatform

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About Alexey Sokolin

 

Alexey Sokolin (Lex) is a Partner and Chief Operating Officer of Vanare. He oversees product innovation and design, and manages the company’s ongoing business development. Mr. Sokolin was previously Founder and Chief Executive Officer of NestEgg Wealth, a next-generation technology company and RIA that pioneered online wealth management in partnership with financial advisors, reaching new customers in a scalable way by algorithmically automating financial advice online. NestEgg Wealth was acquired by Vanare in 2014. 

 

Additionally, he was an investment banker at Deutsche Bank in the Financial Institutions and Media & Technology groups, and a member of the Strategy team at Barclays Wealth, where he focused on the economics of new ventures and management of the firm’s profitability. Prior to Barclays, he was at Lehman Brothers Investment Management.

 

Mr. Sokolin received a B.A. in Economics and Law from Amherst College, an M.B.A from Columbia Business School and a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He also holds a Certificate in International Relations from the Five College Consortium, and a Certificate in Digital Production and New Media Studies from Middlebury College.