Financial Services Industry Veteran Sori Farsheed Joins the Institute for Portfolio Alternatives as Executive Director – Strategic Partnerships
The Institute for Portfolio Alternatives (IPA), the leading advocacy and education group for portfolio diversifying investment (PDI) products, announced today that Ms. Sori Farsheed has joined the association in a newly created role of executive director of strategic partnerships.
A 30-year financial services industry veteran, Ms. Farsheed has held a variety of senior-level business development and relationship management roles for notable firms within the IPA community, including Bluerock Capital Markets, CION Investments, Legg Mason and Alliance Bernstein. She brings extensive experience in developing distribution strategy across the independent broker-dealer, bank and wirehouse channels for a broad array of alternative investment products as well as exchange-traded funds, exchange-traded notes, structured products, interval funds and mutual funds.
“Sori is fluent with our industry’s evolution, the product structures and the expanding distribution channels that are all working in concert to create more opportunities for retail advisors and their clients to effectively diversify their portfolios,” said Tony Chereso, President and Chief Executive officer of the IPA. “I am thrilled to add her significant expertise and experience to our talented team.”
Ms. Farsheed’s new role combines education and business development functions for the IPA. She will lead the association in strategic planning and execution of educational initiatives, conferences and webinar series. Additionally, she will be charged with expanding membership, increasing engagement and ensuring the highest level of marketing and educational support for all IPA members.
Ms. Farsheed resides in the suburbs of Washington D.C. and holds FINRA Series 7 and 63 securities licenses.
About the Institute for Portfolio Alternatives
The Institute for Portfolio Alternatives seeks to raise awareness of portfolio diversifying investment (PDI) products among stakeholders and market participants, including investment advisers, public policymakers and the investing public. The organization supports increased access to investment strategies with low correlation to the equity markets: lifecycle real estate investment trusts (“Lifecycle REITs”), net asset value REITs (NAV REITs), business development companies (BDCs), interval funds and direct participation programs (DPPs). Through advocacy and industry-leading education, the IPA is committed to ensuring all investors have access to real assets and the opportunity to effectively balance their investment portfolios.
