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Optima Asset Management LLC LinkedIn
WebMr. Boardman founded Optima in July 1988 and is the CEO of Optima Asset Management LLC. He has a background in advising high net worth individuals first as a Senior Vice President at Kidder, Peabody where he was an “Associate,” a distinguished group of the 20 leading stockbrokers in the firm, and then at UBS PaineWebber where he was a member … WebWe thrive on disciplined investment and operational due diligence, and our proprietary risk management technology guides our analysis. Our … phil johnson am 1150 kelowna
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