Over his 30-year career, Ivan has directly raised and/or managed $1Billion AUM at Fortune 100 companies and start-ups. Currently, he serves as the Founder & Chief Investment Officer at Aligne Wealth Advisors Investment Management (AWAIM®), an Inc. 5000 and Financial Times 500 Americas' Fastest Growing Companies Honoree. He also serves as CIO & Head of Research at AWAIM (HK) LIMITED 瞻盛財富有限公司 in Hong Kong. AWAIM® offers proprietary global macro research and investment strategies. Ivan is a Founding Member of CFA Society Los Angeles Wealth Management League, and contributes to business media globally on topics related to capital markets, economics, and industry trends. He has been recognized as a Financial Times Top Financial Adviser and Five Star Wealth Manager. In 2019, Ivan was recognized as a "See It, Be It" Role Model by InvestmentNews Excellence in Diversity & Inclusion Awards. He's also a #1 Amazon bestselling author of "Success as a Financial Advisor For Dummies" (2018, Wiley). Credentials: B.A., Philosophy and B.S., Finance from Boston College; Certified Fund Specialist (CFS), Institute of Business & Finance; Accredited Investment Fiduciary (AIF), Fi360; Ordinary Member (MHKSI), Hong Kong Securities and Investment Institute; Member (MCSI), Chartered Institute For Securities & Investment (UK); Member, CFA Institute (USA) Investment advisory services for U.S. investors offered through Aligne Wealth Advisors Investment Management (AWAIM®), an SEC registered investment advisor. For non-U.S. investors, AWAIM (HK) LIMITED 瞻盛財富有限公司 Central Entity No.: BWA579 is licensed by the Securities and Futures Commission (SFC) to conduct Type 9 (Asset Management) regulated activity.