Steven Wruble
Director of Portfolio Solutions at Amplify | Omaha, Nebraska, United States
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As the Director of Portfolio Solutions at Amplify, Steven Wruble leverages his extensive expertise in investment management and strategic planning to drive innovation in the financial services sector. With a focus on providing bespoke investment lineups, Steven plays a pivotal role in uniting firms with best-in-class investment processes and asset managers. His deep understanding of asset allocation and financial risk management allows him to tailor portfolio solutions that meet the unique needs of financial advisers and broker-dealers utilizing the Amplify Platform, an advanced fintech solution designed to enhance operational efficiency and client engagement.
Steven's leadership is characterized by his ability to blend creative strategy with rigorous financial analysis, ensuring that each investment solution is not only aligned with market trends but also optimized for performance. He is the original inventor of several groundbreaking concepts and methodologies for portfolio construction, which have become integral to the firm's approach. His passion for team building and mentorship fosters a collaborative environment where innovative ideas can flourish, ultimately benefiting clients and stakeholders alike.
Key projects under Steven's direction include the development of integrated investment strategies that harness cutting-edge technology and data analytics to enhance decision-making processes. His commitment to continuous improvement and excellence in service delivery positions Amplify as a leader in the fintech space, empowering financial professionals to navigate complex market landscapes with confidence. Through his strategic vision and operational acumen, Steven Wruble is not only shaping the future of portfolio solutions but also redefining the standards of investment advisory services in the financial community.
Director of Portfolio Solutions at Amplify in March 2022 to Present
President, Co-Founder at amacongo, llc in September 2018 to March 2022
Founder at InvestBetter Consulting in September 2016 to March 2022
Chief Investment Officer at RiskX Investments (Formerly FolioMetrix) in August 2015 to August 2016
Chief Investment Officer, Head of Investment Management Research at FolioMetrix in August 2013 to August 2016
Portfolio Analyst at FolioMetrix in November 2011 to August 2015
Portfolio Strategist, Investment Analyst at The Solutions Group, Inc in April 2008 to December 2011
Relationship Manager at Footprints Asset Management and Research in September 2006 to April 2008
Registered Representative at PFS in December 2001 to September 2006
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Discover more about AmplifyWhat is Steven Wruble email address?
Email Steven Wruble at [email protected]. This email is the most updated Steven Wruble email found in 2026.
What is Steven Wruble phone number?
Steven Wruble phone number is +14022185883 and +14026692557.
How to contact Steven Wruble?
To contact Steven Wruble send an email to [email protected]. If you want to call Steven Wruble try calling on +14022185883 and +14026692557.
What is Steven Wruble net worth?
Steven Wruble has an estimated net worth of $750,000 to $999,999
What company does Steven Wruble work for?
Steven Wruble works for Amplify
What is Steven Wruble's role at Amplify?
Steven Wruble is Director of Portfolio Solutions
What industry does Steven Wruble work in?
Steven Wruble works in the Financial Services industry.
Steven Wruble Email Addresses
Steven Wruble Phone Numbers
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