Robert Bandy, founder and CEO of FINIAT, began his financial career as an investment advisor in 2001. By 2003, he developed his first algorithmic strategy and ventured into private wealth management. Determined to reduce downside risk, increase upside capture, and optimize asset class selection for his clients, Rob spent years refining and optimizing his strategies. This pioneering research and development inspired the establishment of FINIAT in 2018 with a mission of empowering advisors with accessible, robust portfolio management solutions. FINIAT’s platform focuses on advanced portfolio technologies, streamlined communication, and scalable personalization, ensuring that advisors can showcase their value by delivering a holistic offering to clients. Driven by innovation, Rob envisions an industry in which every advisor can access high-level strategies and articulate them effectively. Under Rob’s leadership, FINIAT continues to enhance its tools and services, helping advisors excel and build stronger client relationships in a rapidly evolving financial landscape.