Yon S. Perullo
Chief Executive Officer at RiXtrema, Inc.
Yon S. Perullo active positions
Companies | Position | Start | End |
---|---|---|---|
RiXtrema, Inc.
RiXtrema, Inc. Data Processing ServicesTechnology Services RiXtrema, Inc. is a financial technology company based in New York, NY that provides innovative tools for financial advisors using machine learning, artificial intelligence, and data science. The private company's mission is to help financial professionals grow their businesses and comply with fiduciary regulations. RiXtrema's products use fiduciary analytics, science-based mathematical risk assessment models, intuitive interfaces, fine-tuned searches for plans and sponsors, case studies for each product, web-based software, and multi-platform support. In November 2023, the company unveiled Remai, an advanced AI tool that speeds up financial and investment research 10x by providing a straightforward way to ask an investment research question and receive a near-instant answer with an explanation, data, and charts. Remai is not just for financial advisors, but also plan advisors, asset managers, and day traders. | Chief Executive Officer | 30/11/2017 | - |
Career history of Yon S. Perullo
Former positions of Yon S. Perullo
Companies | Position | Start | End |
---|---|---|---|
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Portfolio Manager-Equities | 02/01/2011 | 31/12/2011 |
Security Global Investors LLC
Security Global Investors LLC Investment ManagersFinance Security Global Investors LLC is a registered investment advisor firm headquartered in San Francisco. The firm is also known as Rydex/SGI. They are a subsidiary of the Security Benefit Group of Cos. and their ultimate parent is Guggenheim Capital LLC | Portfolio Manager-Equities | 07/06/2009 | 01/01/2011 |
Nascent Strategies LLC
Nascent Strategies LLC Investment ManagersFinance Founded in 2004, Nascent Strategies LLC is a hedge fund manager located in Stamford, Connecticut. The manage Nascent Partners LP | Corporate Officer/Principal | 30/12/2006 | 30/12/2006 |
FACTSET RESEARCH SYSTEMS, INC. | Corporate Officer/Principal | 30/12/2003 | 30/12/2003 |
Benchmark Communications
Benchmark Communications Miscellaneous Commercial ServicesCommercial Services Benchmark Communications provides marketing, advertising, and media solutions. It offers web site design, Internet marketing, promotion, business development, and public relations services to retail, travel, service, broadcasting, and manufacturing sectors in Canada and the United States. The company was founded in 1995 and is headquartered in Mississauga, Canada. | Corporate Officer/Principal | 31/12/1997 | 31/12/1997 |
Training of Yon S. Perullo
University of Rhode Island | Undergraduate Degree |
Statistics
International
United States | 6 |
France | 2 |
Canada | 2 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Technology Services | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
FACTSET RESEARCH SYSTEMS, INC. | Technology Services |
Private companies | 5 |
---|---|
Security Global Investors LLC
Security Global Investors LLC Investment ManagersFinance Security Global Investors LLC is a registered investment advisor firm headquartered in San Francisco. The firm is also known as Rydex/SGI. They are a subsidiary of the Security Benefit Group of Cos. and their ultimate parent is Guggenheim Capital LLC | Finance |
Nascent Strategies LLC
Nascent Strategies LLC Investment ManagersFinance Founded in 2004, Nascent Strategies LLC is a hedge fund manager located in Stamford, Connecticut. The manage Nascent Partners LP | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Finance |
Benchmark Communications
Benchmark Communications Miscellaneous Commercial ServicesCommercial Services Benchmark Communications provides marketing, advertising, and media solutions. It offers web site design, Internet marketing, promotion, business development, and public relations services to retail, travel, service, broadcasting, and manufacturing sectors in Canada and the United States. The company was founded in 1995 and is headquartered in Mississauga, Canada. | Commercial Services |
RiXtrema, Inc.
RiXtrema, Inc. Data Processing ServicesTechnology Services RiXtrema, Inc. is a financial technology company based in New York, NY that provides innovative tools for financial advisors using machine learning, artificial intelligence, and data science. The private company's mission is to help financial professionals grow their businesses and comply with fiduciary regulations. RiXtrema's products use fiduciary analytics, science-based mathematical risk assessment models, intuitive interfaces, fine-tuned searches for plans and sponsors, case studies for each product, web-based software, and multi-platform support. In November 2023, the company unveiled Remai, an advanced AI tool that speeds up financial and investment research 10x by providing a straightforward way to ask an investment research question and receive a near-instant answer with an explanation, data, and charts. Remai is not just for financial advisors, but also plan advisors, asset managers, and day traders. | Technology Services |
- Stock Market
- Insiders
- Yon S. Perullo
- Experience