Gregory Cartright named Ft. Lauderdale, Florida Investment Advisor Representative for Index Strategy Advisors, Inc

By | July 14th, 2014 02:07 PM EST | posted in Uncategorized

MIAMI, FL (July 14, 2014)

Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its sales team, naming Gregory Cartright as Investment Advisor Representative in Ft. Lauderdale, Florida.

Greg Cartright

Gregory Cartright, a former mortgage banking officer, previously with East Coast Equity Funding Mortgage Corp., joined Index Strategy Advisors today as Investment Advisor Representative Trainee in Ft. Lauderdale, FL. He holds an A.S. degree in Business Administration from Miami Dade College and a NASD Series 56 and 65 securities licenses.

Gregory Cartright, a former mortgage banking officer, previously with East Coast Equity Funding Mortgage Corp., joined Index Strategy Advisors today as Investment Advisor Representative in Ft. Lauderdale, FL. He is finalizing his Bachelor’s degree in Finance with minors in Statistics and Economics from Florida International University and holds a NASD Series 56 and Series 65 securities licenses. He also is planning on studying for his Masters in Financial Science.

Prior to joining ISA, Mr. Cartright was a Proprietary Equity Trader at T3 Trading Group. Prior to T3 Trading Group, Mr. Cartright was an Executive Sales Manager at East Coast Equity Funding Mortgage Corp, where he managed sales of bank products, supervised training, staffing, coaching and development of all new hires.

While at East Coast Equity Funding, Mr. Cartright was a 6-time member of “The Millionaires Club” for producing over $1 Million in monthly volume.  Mr. Cartright was a Senior Loan Officer with Concord Mortgage Bank prior to joining East Coast Equity Funding.

Mr. Cartright shows a passion for problem solving, portfolio management and for helping others find financial freedom. He will lead the delivery of investment solutions to ISA’s South Florida-based clients and will be based in Fort Lauderdale.

“I’ve had the pleasure to meet Gregory in person and he’s got a great deal of potential as an investment professional.” said James McDonald, ISA CEO and Chief Investment Officer. “He’s smart, conscientious about delivering on promises to his clients, and has experience in both the sales and money management aspects of financial services”.

“Gregory has a tremendous opportunity in the South Florida Market,” said Mark Keramidas, ISA Managing Director of U.S. Advisory Services. “We are expecting big things from Gregory as he launches his financial advisory careers”.

“I’m looking forward to working with the ISA team to dutifully serve investors in the Miami/Ft. Lauderdale region.” says Cartright. “I intend to ensure that each of my client’s receives not only the best investment strategy for their unique situation, but also unmatched service from our team at all levels of the company”.

ABOUT INDEX STRATEGY ADVISORS, INC.

Index Strategy Advisors, Inc. is a Houston, TX based Registered Investment Advisor delivering customized portfolio management to individuals throughout the United States.

More information on career opportunities with Index Strategy Advisors in South Florida, and nationwide can be found at www.isacareers.com.

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Sources: Index Strategy Advisors, Inc.. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of its stamped publication date, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Index Strategy Advisors to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. The two main risks related to fixed income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.