Diana Neuss

Chief Compliance Officer at Smartleaf Asset Management - Cambridge, MA, US

Diana Neuss's Contact Details
HQ
N/A
Location
Greater Boston Area
Company
Smartleaf Asset Management
Diana Neuss's Company Details
Smartleaf Asset Management logo, Smartleaf Asset Management contact details

Smartleaf Asset Management

Cambridge, MA, US • 10 - 19 Employees
Financial Services

Smartleaf Asset Management("SAM") is a fully owned subsidiary of Smartleaf, Inc, a technology firm whose Overlay Portfolio Management System is used daily to rebalance $50B in assets at leading wealth management institutions. SAM is an SEC-Registered Investment Advisor that operates Smartleaf software to provide Core Portfolios, automated tax-managed, index-based separately managed accounts built to track an index while holding a limited number of equities.

Robo-rebalancing Core portfolios Tax Managed Investing Indexing
Details about Smartleaf Asset Management
Frequently Asked Questions about Diana Neuss
Diana Neuss currently works for Smartleaf Asset Management.
Diana Neuss's role at Smartleaf Asset Management is Chief Compliance Officer.
Diana Neuss's email address is ***@smartleafam.com. To view Diana Neuss's full email address, please signup to ConnectPlex.
Diana Neuss works in the Financial Services industry.
Diana Neuss's colleagues at Smartleaf Asset Management are Wei Zhang, Ben Cutrell, D Ritter, Dan Ritter, Anish Shah, Mohammad Heidari and others.
Diana Neuss's phone number is N/A
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