Senior Vice President - Advisory Services & Solutions
Mr. Blood served as CEO and Chief Investment Officer of JJCC Financial, Inc., a strategic consultancy offering expertise in investment research, portfolio theory, executive management and sales. Previously, Mr. Blood was the CEO and CIO of Disciplined Wealth Strategies, Inc., a firm he founded to provide outsourced asset management services for financial advisors and institutions, and that he subsequently merged with Efficient Advisors, LLC. Earlier in his career, Mr. Blood served as Chief Market Strategist and Director of Research for Commonwealth Financial Network for nearly a decade.