ECIO, INC. of MADISON, WI is an SEC-registered investment adviser (CRD 301432). Regulatory assets under management: $395.6M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Phillip Ronald Waara | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Robin Chorone Roquitte | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| Clark M Huang | MEMBER & CHIEF TECHNOLOGY OFFICER | — |
| Timothy David Ivey | VICE PRESIDENT | — |
| Courtney Liebig Dean | CHIEF REVENUE OFFICER; CHIEF REVENUE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| DEAN COURTNEY LIEBIG | CHIEF REVENUE OFFICER | — |
| WAARA PHILLIP RONALD | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| ROQUITTE ROBIN CHORONE | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| Huang Clark M | MEMBER & CHIEF TECHNOLOGY OFFICER | — |
| Ivey Timothy David | VICE PRESIDENT | — |