Management

Vali Nasr

(President and Chief Executive Officer) Mr. Nasr began with National Asset Management (NAM) in July of 2007 as a consultant. He designed and oversaw the development of our state-of-the-art AdvisorGuide platform, and now is managing all phases of NAM’s operations as its CEO.

Mr. Nasr is a veteran of the industry. He has over 30 years of experience in retail broker-dealer and investment management operations and accounting. His extensive experience in asset management/advisory business includes building and managing systems and processes as well as developing asset management products.

Mr. Nasr was the CFO at PMC (Portfolio Management Consultants, Inc.) now Envestnet Asset Management. He later became the CFO for Orbitex Financial Services, Inc. where he oversaw its subsidiaries: a trust company, an asset management group, a family of funds, and a mutual fund servicing company.

Most recently at Brookstreet Capital Management, Mr. Nasr created a unique and sought after integrated portfolio management platform.

Alicia M. Guagliardo

Alicia M. Guagliardo, Chief Compliance and Supervisory Officer. Alicia has worked in the investments/banking industry for more than 22 years. She was recently the Compliance Manager with Accessor Capital Management and prior to this was the Chief Compliance Officer and Anti-Money Laundering Compliance Officer to the American Independence Funds Trust, Chief Compliance Officer and Anti-Money Laundering Compliance Officer for INTRUST Brokerage Inc.'s Broker/Dealer and Investment Advisor, Chief Compliance Officer to INTRUST Financial Services, Inc., and Assistant Vice President of INTRUST Bank, N.A. She was also involved with the INTRUST Wealth Management Division Risk Management Committee and GAP Analysis Group and worked with the various departments of Wealth Management to provide direction and oversight to identify, monitor, measure and supervise risk with respect to everyday business practices.

Alicia has an Associate Degree in Accounting from Butler County Community College and has obtained the Series 4, 6, 7, 51, 63, 65, and 24 Securities designations as well as successfully completing the FINRA (formerly NASD) Institute-Wharton Certificate Program and has obtained the Certified Regulatory Compliance Professional designation.