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WEBINAR ENDED

Leveraging Sound Income Group’s Income Portfolios

About This Webinar

Join us for a practical look at how our income-focused SMA strategies can fit into your clients’ portfolios. We will unpack our yield-first approach to investing, where our strategies can complement an advisor’s existing portfolio construction, and how we seek to generate meaningful income while managing risk for clients in or approaching retirement. If income is an important part of the work you do with clients, this is an opportunity to look under the hood, ask questions, and see where Sound Income Group’s specialty may fit into your practice.

Featured Presenters
Webinar hosting presenter
Senior Director of Business Development
Derek Wright is Senior Director of Business Development at Sound Income Group, where he works with independent financial advisors and RIA firms to identify opportunities for growth, transition assets, and build more scalable practices. With more than 25 years of financial services experience spanning advisor development, recruiting, sales leadership, entrepreneurship, and practice growth, Derek brings a practical understanding of how advisors actually build their businesses. Today, he focuses on helping firms evaluate how the right RIA and subadvisory relationships can expand investment capabilities, create operational leverage, and free advisors to spend more time growing their practices and serving clients.
Webinar hosting presenter
Associate Portfolio Manager, Equity Research Analyst
Tom Venuto is an Equity Research Analyst and Associate Portfolio Manager at Sound Income Strategies, where he focuses on dividend-paying equities and co-managers Jumbo Growth equity. Tom has been with Sound Income Strategies since 2021 and has also had roles in trading and operations. Tom holds a BA and MsF in Finance from FAU and also a CFA charterholder.
Webinar hosting presenter
Chief Technology Officer & Chief Operating Officer
Rana Chander believes that when Operational Efficiency, Technological Innovation, and Thought Leadership work hand-in-hand, success cannot be eluded for long. This philosophy drives his approach to building strong operational roadmaps that not only fuel profitability but also cultivate long-term relationships with key business stakeholders.

Rana Chander holds FINRA Series 7, 24, 63, and 66 securities licenses, along with a Florida Life (including Variable Annuity) and Health Insurance license.
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