Recognized Mutual Funds Leaders 2025

Alex Schlesinger is the Founder and CEO of Active Mutual. With 15 years of financial expertise in the UK and US markets, Alex brings a global perspective to his work. Alex's extensive knowledge and industry insights are regularly featured in high-profile publications such as MarketWatch, Nasdaq, Newsweek, Hubspot, Yahoo Finance, US News & World Report, MSN, and GoBankingRates, among many others. With a documented understanding of end-of-life products, Alex has become a trusted source for media outlets and a go-to expert for any questions on life insurance. As the founder of a leading final expense marketplace, Alex has shaped a company known for its commitment to transparency, simplicity, and customer care. Recognized for his ability to simplify complex insurance topics, Alex’s commentary continues to help readers make informed decisions about their financial futures.

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Matt Jude is a CERTIFIED FINANCIAL PLANNER practitioner and Equity Compensation Associate at Rebalance, a fee-only SEC-Registered Investment Adviser (RIA) that provides in investment management and comprehensive financial planning services.Areas of service: Financial Planning, Investment Management, Retirement Planning, Cash Flow Planning, Equity Compensation Planning, Tax Planning, Estate Planning, Education Funding, Insurance PlanningCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

I learned that the best way to achieve success was to motivate the resources I had with well-defined objectives and empowerment. A management belief based on integrity, quality, and service, along with a positive attitude, an aptitude for strategic thought and planning, and the ability to adapt quickly to new ideas and situations allows me to achieve consistent and significant successes in multiple industries. My personality profile says: * A confident, driving individual who reacts quickly to change. * A self-starter with a strong sense of urgency who responds positively to challenge and pressure. * A fast learner who is a practical and ingenuous problem solver. * A fluent and articulate communicator, flexible and responsive. A self directed, goal oriented doer.

Making 1031 Exchanges Simple, Transparent & No FeeNavigating 1031 exchanges shouldn’t feel like deciphering the tax code. At Deferred.com, we built the only No Fee 1031 exchange platform, helping investors keep more of their money while enjoying a seamless experience.I work with real estate investors, brokers, developers, private equity professionals, CPAs, attorneys, and family offices to maximize returns and ensure compliance with 1031 exchange rules. Previously, I led sales and operations at Balance Homes, expanded service offerings at Home Depot, and advised on M&A and audit matters at Deloitte & Touche. With a background in accounting, finance, operations, and customer experience, my focus is delivering a 10-star experience for every investor and partner.Let’s make 1031 exchanges work for you, not your QI.

Co-Founder, Mitigata Insurance, Tao.liveBuilt Products for Delhivery, Lenskart, Novopay earlierB.Tech. MIT Manipalhttps://twitter.com/Sarthakdubey

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.

𝐖𝐡𝐚𝐭 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐰𝐢𝐭𝐡: Reduce the costs of financial…

Data-driven growth marketing leader specializing in high-growth B2C/B2B fintech, marketplace, and SaaS startups. Demonstrated success in spearheading GTM strategies and maximizing revenue through innovative growth experiments and demand generation initiatives.Specialties: Growth marketing strategy, go-to-market strategy, demand generation strategy, lifecycle marketing & automation, and customer activation & retention.

With over 15 years of experience in software engineering, I am passionate about building forward-thinking, data-driven applications, services, and distributed systems that solve complex problems and create positive impact.

I'm a publisher and investor.

If you are looking for any investment partners, development, sales, team building or coaching you can message me on LInkedIn or email- sarahmarienaska@gmail. SMHAVICE INVESTMENTS CORP SMH CAPITAL GROUP LLC EXECUTIVE LEADERSHIP * TeamTraining & Delegation * Cross Functional Collaboration * Strategic Partnership Relations * Policies & Procedures * Communication & Organization CABIN SPECIALIST Corporate / Private Jet Aviation * Executive Service * Sales -Static Display & Demo * Crew Brief & Safety * Electronic Systems Oriented FITNESS MANAGER * Personalized Fitness Programs * Individual & GroupTraining * Sales & Marketing Strategies * Brand Development ACHIEVEMENTS- Executive - Sustained 10% annual net gain for ten years by consistently maintaining budget expenditures to 90% of guidelines. Fitness - Retained 96% client return by creating safe diet and nutrition plans and effective exercise programs for wide variety of clients. Private Aviation- Promoted to leadership / management position in first year with company.

Overseeing SimpleCITI Companies 17 operating and holding entities, including SimpleEQUITIES(PE CRE), NovelEQUITIES (Hybrid Securities), SimpleADVISORY (Regulatory Compliance). Driving value-unlocking innovation in real estate, advisory, and asset management, fostering institutional-grade excellence. Prior, built a vertically integrated CPG powerhouse with 1,700 employees, 22 facilities, and a global reputation for quality, regulatory compliance, and operational excellence.

Please note that current regulatory policy does not allow me to receive endorsements of skills & expertise. All investments are subject to risk, including possible loss of principal.

Real estate investing industry expert and digital strategist.Investing | Investor…

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.