FAS Wealth Partners has named Mike Rode, CFA, Chief Investment Strategist. His addition further expands the firm’s investment capabilities as FAS continues to grow.
Rode brings more than two decades of investment industry experience to FAS Wealth Partners.
In his new role, Rode will work closely with FAS’s investment team. He will contribute his experience and perspective across market analysis, investment strategy and portfolio positioning.
In addition, Rode will help expand the firm’s investment insights and thought leadership for clients and advisors.
Mike Rode Joins FAS as Chief Investment Strategist
“Mike brings a rare combination of deep investment experience, institutional perspective and an ability to communicate complex market dynamics in a way that is thoughtful and relevant,” said Jake Barnes and Tom Meier, Co-Managing Directors of FAS Wealth Partners.
“As our firm continues to grow, we are intentionally investing in the people and capabilities that allow us to provide increasingly sophisticated guidance while maintaining the highly personalized experience our clients expect.”
Mike Rode’s Investment Experience
Rode joins FAS from American Century Investments. Most recently, he served as Vice President and Senior Investment Director.
In that role, he represented the firm’s investment capabilities and views across asset classes to clients throughout North America.
Previously, Rode held Managing Director roles in Institutional Equity Research Sales at SunTrust Robinson Humphrey and Needham & Company.
Overall, he has worked in the investment industry since 2003 and is a CFA® charterholder.
Mike Rode FAS: Market Commentary and Investment Perspective
Throughout his career, Rode has also become a recognized market commentator. He regularly speaks on economic conditions, market valuations and investment opportunities.
In addition, he has appeared frequently on CNBC. Publications including Barron’s and Bloomberg have also quoted him.
“I’m excited to join FAS at such an important point in the firm’s growth,” Rode said. “FAS has built an impressive organization around independent thinking, strong client relationships and a commitment to comprehensive wealth management. I’m looking forward to working with the investment and advisory teams and helping bring our market perspective and investment thinking to clients in meaningful ways.”
Thoughts from the Rode | FAS Market and Perspectives
Interested in receiving Mike’s market commentary? Please email avogel@faswealthpartners.com to sign up for Thoughts from the Rode | FAS Market and Perspectives, Mike’s weekly market notes.
Education and Professional Background
Rode holds a bachelor’s degree in finance with a minor in English from Marist University. He is also a CFA® charterholder.
Additionally, Rode serves on the Marist University School of Management Board of Advisors.
Disclosures
Investment Advisory Services offered through FAS Wealth Partners, a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. FAS Wealth Partners’ articles and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing in this article should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Securities may be offered through FAS Corp, an SEC registered broker-dealer and member of FINRA. FAS Corp is an affiliate of FAS Wealth Partners.
