How This $2B Money Manager Looks At Holistic Investing…

Guest:

Dipen Mehta Chief Financial and Operating Officer at Invst with $1.8B A.U.M.

Company:

Invst

Website: https://invst.com

Bio:

Chief Operating and Financial Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry.

I have a Series 65 license, an AIF® & CIMA® designation, and a Lean Six Sigma Black Belt. I am also a keynote speaker, a mathematician, and a former member of CBOE and CME. I have master’s degree in financial mathematics from University of Chicago where I also took several MBA courses.

I have certificate in Investment Management from Yale University and two undergraduate degrees with three majors in Computers Science, Economics, and International Management, from Boston University.

At Invst, I oversee the day-to-day business operations of the firm, which includes human resources, compliance, technology, investment operations, insurance operations, financial management, and vendor management. I work closely with the leadership team, advisors, clients, and team members to create and execute the business plan, and to support the firm's mission of helping people live the life they want by making money work for them. I am passionate about cutting-edge technology and how it can help our team members and clients. I also hold the Chief Compliance Officer, Chief Financial Officer, and Chief Technology Officer positions. We pride ourselves on the growth achieved by our clients and our abundance mindset all of which have led to success for firm in accolades and AUM growth.

Super Amplify is a company I started in 2023 to help people use AI better at work to help them do the things they love and automate the things they hate. At Super Amplify, I help bridge the gap between AI, data, and IP with customized technology for clients. I enable users to build collections of their files and ask questions to their data, using artificial intelligence and data science. I connect data sources, workflows, and people using to build automation via intelligent agents. I work with financial advisors, institutions, banks, and other financial organizations that want to improve performance for their clients and create efficiency.

I started my career on the floor as a clerk and then a trader at the CBOE and CME, and then founded Intelligent Market Trading Company, one of the most successful firms in the pit and one of the first to trade derivatives electronically.

Disclaimer:

Invst, LLC (“Invst”) is an SEC registered investment advisor with offices in Indianapolis, IN and Tampa, FL. Invst does not make any representations or warranties as to the investments and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users should be guided accordingly. Prior to Invst rendering any of the advisory services described herein, clients are required to enter into one or more written agreements with Invst setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). For additional information, visit www.Invst.com.

How This $2B Money Manager Looks At Holistic Investing…

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