Mark Keramidas named Atlanta Regional Vice-President for Index Strategy Advisors, Inc.

By | March 26th, 2013 09:03 AM EST | posted in ISA Careers, Press Releases

ATLANTA, GA (March 26, 2013)

Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Mark Keramidas as Regional Vice-President in Atlanta, GA.

Mark Keramidas named Atlanta Regional Vice-President for Index Strategy Advisors, Inc.

Mark Keramidas joined Index Strategy Advisors today as Regional Vice-President in Atlanta, Georgia. He holds a FINRA 65 securities license, and has more than 30 years of experience in the financial services industry. Mr. Keramidas is a member of The Southeastern Hedge Fund Association, and the The Georgia Planned Giving Council. He holds a Bachelor of Arts Degree from University of Florida.

Prior to joining ISA, Mr. Keramidas was President of Heritage Funding Solutions, Inc., an Atlanta based firm he founded in 2003 to provide capital development consulting services to non-profit organizations with capital budgets of $3 million to $15 million.

Prior to Heritage Funding Solutions, Mr. Keramidas was an investment adviser specializing in Retirement Plan Services with SunTrust Bank in Atlanta.

Earlier in his career Mr. Keramidas was an investment adviser for Bank South, and A.G. Edwards & Sons, Inc., both in Atlanta.

Mr. Keramidas will co-lead the ISA client development, advisor recruiting and advisor training efforts in the Atlanta, GA market with Jerome Deutsch who is also a Regional Vice-President for ISA.

“Mark possesses a sharp intellect, and a deep reservoir of entrepreneurial energy to complement his 30+ years of investment industry experience.” said James McDonald, ISA CEO and Chief Investment Officer. “In addition to those attributes, he’s attuned to the unique needs and wants of the affluent investor; and he’ll do a great job of matching their needs and wants with ISA’s capabilities”.

Having contributed executive-level fundraising leadership to the Atlanta non-profit community for over 16 years, Mr. Keramidas will reinforce ISA’s Atlanta-based sales team’s abilities to deliver customized solutions to high-net-worth and affluent investors.  ISA plans to hire 25-30 additional Investment Advisor Representatives in the Atlanta market, 10-15 of whom will report to Keramidas.

“Mark is a great addition to the ISA leadership team,” said Wes Sims, ISA President of U.S. Advisory Services. “He brings a high degree of knowledge, experience, and talent that will complement Jerome Deutsch extremely well”.

“I’m looking forward to helping my clients achieve their investment goals with ISA’s risk management capabilities.” says Keramidas. “I also look forward to working with Jerome Deutsch to firmly establish ISA’s brand in Atlanta, and to furthering our firm’s leadership within the ETF advisory industry”.

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 Georgia, 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.