LEXINGTON, Ky. — Asio Capital, an employee-owned wealth management firm, is pleased to announce that Bryce Goldbach has joined as Portfolio Manager & Wealth Strategist.
Bryce has more than 12 years of investment experience and has spent the last seven years at Goldman Sachs in Chicago as Vice President, Regional Director. Before Goldman, he worked in Lexington, KY as an Equity Analyst and Portfolio Manager and is excited to return to Kentucky.
Since 2017, Bryce has held the Chartered Financial Analyst (CFA) designation, considered one of the financial industry’s most intense and rigorous credentialing programs. The CFA program covers topics such as portfolio management, asset valuation and wealth planning. On average, it takes more than four years to complete, with less than 20% of candidates earning their charter.
President and CEO Tracy Osborne said, “Bryce is a wonderful addition to our team and brings a wealth of experience from working with one of the world’s premier investment banking firms. We are excited to have our clients work with someone of Bryce’s caliber and, more importantly, with someone who shares our overarching desire to serve our clients.”
Bryce holds a bachelor’s degree in Finance and Economics from Marietta College, where he also earned a certificate in Leadership. In his role at Asio, Bryce will be a member of the Investment Committee, aiding in the generation and implementation of investment strategies and assisting in servicing clients.
Asio Capital is a registered investment advisor serving high-net-worth clients nationwide. It is based in Lexington, KY and opened for business in September 2018.
Chartered Financial Analyst (CFA) are licensed by the CFA Institute to use the CFA mark. CFA certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you upgrade from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
Asio is an SEC-registered investment adviser located in Lexington, Kentucky. Registration with the SEC does not imply a certain level of skill or training. More information about Asio, including our advisory services, fees and objectives, can be found in our ADV Part 2, which is available upon request.
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