Recognized Mutual Funds Leaders 2025

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Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

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.

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.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

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

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.

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.

American Funding Group has been buying real estate notes for over 30 years, developing many creative purchase plans, resolving issues and buying notes that other note buyers couldn't buy. If you want to sell a mortgage, sell a trust deed or sell another real estate note, know that you will be treated professionally and with respect. Contact us at 772-232-2383 for a fair and fast offer.We buy private mortgages and deeds of trust and am very comfortable in one-off transactions. But, we have also purchased numerous mortgage pools (a few over $100 million) in addition to over 1,000 individual mortgages. Connect with us for a fast & fair offer. Check out what other Note Holders have said about dealing with us at http://www.buymortgage.com/american-funding-group-testimonials/.

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.

As Founder and Chairman of Cavan Companies and Cavan Family Office, I’ve spent over 50 years focused on long-term, purpose-driven real estate development. We’re known for creating durable communities grounded in how people actually want to live. Since 2016, we’ve focused exclusively on Build-to-Rent through our Bungalows® brand—developing single-story, detached rental neighborhoods in high-growth markets across the Southwest and Midwest. We manage the entire process in-house, from land acquisition to long-term operations. At Cavan Family Office, we remain committed to strategic, direct investments in real estate. I continue to guide our vision and work closely with aligned capital partners, including family offices and institutions, to shape the future of housing.

Scott is a recognized expert in self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), Scott’s keen understanding of rules and regulations fuels his passion for educating others on the power of investing in alternative assets using self-directed IRAs. Scott is a frequent guest on retirement and investing webinars and podcasts. He has shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more. Throughout his two decades in the industry, he has watched numerous unique investments unfold, giving him a great perspective of what is possible when people take control of their retirement funds and investing decisions. On the personal side, Scott walks the walk—utilizing his own self-directed accounts to invest in real estate and start-up companies. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family

Product manager in the financial services division at Catena Media. Building products to help amateur traders get consistent results. Previous experience building data analysis products for global brands and running SEO and content marketing teams for digital agencies.

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

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.