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About
Ayris Abad currently serves as Advisor Liaison and Trader at Royal Fund Management, based in Portland, OR. In this capacity, Abad is responsible for facilitating trading operations, supporting advisor relationships, and ensuring seamless service for both institutional and retail clients. Their role involves acting as a critical bridge between the investment team and external advisors, particularly in the execution of trades and portfolio rebalancing.
At Royal Fund Management, Abad primarily focuses on the retirement services sector, specializing in managed investment strategies tailored to retirement accounts and wealth preservation for clients across diverse geographies. As a Trading & Service Specialist, Abad’s work spans multiple asset classes, including equities, fixed income, and various managed portfolios, supporting fee-based fiduciary investment advisory services.
Abad holds an Associate of Science Transfer Degree majoring in Business, Management, Marketing, and Related Support Services, as well as an Associate's degree in Business/Corporate Communications, both from Chemeketa Community College. With a strong foundation in business and client communications, Abad is recognized for their operational expertise and commitment to supporting advisors and clients through efficient trade execution and service excellence in the investment management field.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Royal Fund Management | Advisor Liaison and Trader | Jul 2021 to Present | Focus on streamlining operations, conflict resolutions, coordination of Trading with Advisors and their clients, analyze sales data, subject matter expert in Strategies and implementing Trading strate... |
Education
Chemeketa Community College
Associate of Science Transfer Degree Majoring in Business, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
2014 — 2016
Chemeketa Community College
Associate's Degree, Business/Corporate Communications
2013 — 2015
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