Sonny Mehra, AIF®, CIMA® Director of Research View Bio
Robert Rickey, CFP® Chief Growth Officer View Bio
Institutional Research Partners
SkyView Investment Advisors, LLC (“SkyView”) is an investment adviser registered with the SEC, and is independently owned from and a business partner of StraightLine Group, LLC (“StraightLine”). (Registration as an investment advisor does not imply a certain level of skill or training.) SkyView (1) is a subadviser for certain StraightLine accounts and (2) provides market research to StraightLine. For more information about SkyView, please visit https://adviserinfo.sec.gov/firm/summary/286353
Steven J. Turi Managing Partner and Chief Investment Officer View Bio
Andrew J. Melnick, CFA Managing Partner and Chief Investment Strategist View Bio
PROFESSIONAL DESIGNATIONS: Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Those certification requirements include education, exam, experience and ethics components--more information is available at Professional Designations.
Investments & Wealth Institute ® (the Institute) is the owner of the certification marks CIMA ® and Certified Investment Management Analyst ®. Use of CIMA ® and/or Certified Investment Management Analyst ® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. Those certifications requirements include education, exam, experience and ethics components -- more information is available at Professional Designations.
