Allegiant Private Advisors Expands Investment Research Team by Welcoming Will Geisdorf, CMT, as Senior Research Analyst
Contact Name: Jamie Jalwan
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Contact Phone Number: 941-504-6162
Sarasota, Florida – Allegiant Private Advisors has hired Will Geisdorf, CMT, as senior research analyst. The Sarasota-based independent firm which provides fiduciary-level financial planning and investment advisory services created the new position to expand its proprietary research division.
“While we all work from home as much as possible, it has been an extraordinary time to start a new job. I’m extremely proud of the work we have done for our clients through this market turbulence. Allegiant’s philosophy of independent thinking and focus on conducting all of its own research aligns perfectly with my institutional research background,” explained Geisdorf.
Utilizing proprietary research and working solely as fiduciaries, the Allegiant team is able to make informed decisions and respond swiftly. The addition of Geisdorf’s new role was identified last year as part of the firm’s long-term strategic plan. He started with the firm this spring amid the coronavirus pandemic.
“As a team focused on evaluating and utilizing real data through independent research, we were prepared for this downtown as portfolio managers, responded boldly and strongly with meaningful actions on behalf of clients and remain vigilant in guiding our client families through these challenging times,” said Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “Will adds a unique perspective to our economic and investment research and we could not be happier to have him join the team. ”
As the firm's senior research analyst and a member of the Allegiant’s Investment Committee, Geisdorf conducts macro, fundamental, and technical research that help shape clients’ portfolios.
Prior to joining Allegiant, Geisdorf was the senior ETF strategist for Ned Davis Research where he articulated the firm’s view on a wide variety of subjects in client meetings and speaking engagements. His work has been quoted by news outlets including the Wall Street Journal, New York Times, and Barron’s. Geisdorf has also been a guest on CNBC and Bloomberg radio. His past professional experience includes building quantitative allocation models and custom research solutions for large institutional investors.
Geisdorf received his Bachelor of Science in Finance from the University of Central Florida. He is a Chartered Market Technician (CMT), designated a subject matter expert by the CMT Association and currently serves on the CMT Curriculum and Test Committee.
At Allegiant, 15 financial and client service professionals work together on behalf of each client based on a team approach to customized wealth management—rather than the common industry practice of financial planners or investment advisors operating in a silo. Today the Allegiant team includes three Chartered Financial Analyst (CFA) charterholders (plus one more in process), six Accredited Investment Fiduciary® (AIF®) designees, two Certified Divorce Financial Analyst® designees, one Certified Public Accountant (CPA), one Chartered Market Technician (CMT), one Chartered Retirement Planning Counselor®, and nine CFP®-certified professionals.
“As individuals and organizations navigate this difficult time, those prepared have an opportunity to take strategic actions for their long-term success. Just like we prepared client portfolios for a decline we also prepared our business to best serve clients during this downturn, including proactively investing in experts like Will on our team.” Jones explained. “We cannot let our emotions or fear of the pandemic control key decision-making and must remain focused on the long-term as opportunities continue to arise for successful long-term investors.”
Allegiant Private Advisors, a Sarasota-based independent firm that provides fiduciary-level financial planning and investment advisory services, has welcomed Will Geisdorf, CMT, as senior research analyst.
About Allegiant Private Advisors
Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and foundations. The experienced team manages assets conservatively on a fiduciary basis. Personalized investment strategies based on proprietary research are developed for each client family, complemented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visit www.allegiantpa.com.
Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser