Riskbridge Advisors, LLC

Estelle St. Clair Stedman is a financial advisor at RiskBridge Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining RiskBridge in 2023, she worked at Dartmouth College from 2019 to 2023 and at Seattle Academy of Arts and Sciences from 2015 to 2019. RiskBridge Advisors provides institutional advisory and OCIO solutions, sub-advisory and TAMP model services, and private wealth management for a diverse client base including individuals, family offices, endowments, foundations, corporations, and insurance companies. The firm’s investment approach focuses on risk allocation and volatility-targeted portfolios, combining qualitative manager research with quantitative analysis across various investment vehicles.

Craig Pfeiffer is a financial advisor with RiskBridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He serves as President and CEO of the Money Management Institute, an industry association, and holds leadership roles in several other financial services-related organizations. Pfeiffer’s background includes positions at Corsair Capital and board directorship at Westfield Insurance, Ohio Farmers Insurance Company. RiskBridge Advisors provides institutional advisory and OCIO solutions, sub-advisory and TAMP model services, and private wealth management for clients including individuals, family offices, endowments, foundations, corporations, and insurance companies. The firm’s investment approach combines risk-allocation and volatility-targeted portfolios with qualitative and quantitative manager research across various asset types, offering both discretionary and non-discretionary arrangements.

Esme Miano is a financial advisor at RiskBridge Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at ThunderHouse, LLC for three years. Prior to her advisory career, she spent six years in full-time education. RiskBridge Advisors provides institutional advisory and OCIO solutions, sub-advisory and TAMP model services, and private wealth management for a diverse client base including individuals, family offices, endowments, foundations, corporations, and insurance companies. The firm’s investment approach focuses on risk-allocation and volatility-targeted portfolios, combining qualitative manager research with quantitative analysis.

Clay Skurdal is a financial advisor with RiskBridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Fieldpoint Private Securities, Lebenthal and Co., and has been a founding partner and Executive Vice President of Advisors Ahead LLC, an online digital training service for financial advisors and students. Skurdal also serves on the board of Marist Catholic High School in Eugene, Oregon, and on the Phi Sigma Kappa Foundation board, where he contributes to asset oversight and scholarship fundraising. RiskBridge Advisors provides institutional advisory and OCIO solutions, sub-advisory and TAMP model services, and private wealth management for individuals, family offices, endowments, foundations, corporations, and insurance companies. The firm’s investment approach focuses on risk allocation and volatility-targeted portfolios, combining qualitative manager research with quantitative analysis across a range of investment vehicles.

Joshua Kaufman is a financial advisor at RiskBridge Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at RiskBridge Advisors since 2020. Prior to that, he was with Fieldpoint Private Securities, LLC, McLogan, and North Broadside Capital. Kaufman also has experience outside finance, including a role at Gold Coast Liquidators and an academic position at Pace University. RiskBridge Advisors provides institutional advisory and outsourced CIO solutions, sub-advisory and TAMP model services, and private wealth management for a diverse client base that includes individuals, family offices, endowments, foundations, corporations, and insurance companies. The firm’s investment approach emphasizes risk allocation and volatility-targeted portfolios, combining qualitative manager research with quantitative analysis across various investment vehicles.

William Kennedy Jr. is a CFA® charterholder with 26 years of industry experience. He is currently with RiskBridge Advisors, LLC, where he has worked since 2020. His prior experience includes roles at Tomah Management, LLC and Fieldpoint Private Bank & Trust. Outside of his advisory work, he serves as Secretary of a family farm corporation and is involved with several nonprofit organizations, including membership on the investment committee of the Congregational Church of the New Canaan and a board position at the Global Interdependence Center. RiskBridge Advisors provides institutional advisory and OCIO solutions, sub-advisory and TAMP model services, and private wealth management to individuals, family offices, endowments, foundations, corporations, and insurance companies. The firm’s investment approach focuses on risk allocation and volatility-targeted portfolios, integrating qualitative manager research with quantitative analysis across various investment vehicles.

Ryan Bolanos is a financial advisor at RiskBridge Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab, REAP Financial, LPL Financial, and NewSong Wealth Management Group. Before entering the financial industry, he was employed at the University of Southern Mississippi's Office of Sustainability. RiskBridge Advisors provides institutional advisory and OCIO solutions, sub-advisory and TAMP model services, and private wealth management for a diverse client base including individuals, family offices, endowments, foundations, corporations, and insurance companies. The firm’s investment approach focuses on risk-allocation and volatility-targeted portfolios, combining qualitative manager research with quantitative analysis across various investment vehicles.