Fred Sloan, CFA®

Financial Advisors

Fred is a wealth management advisor who works out of the Lake Success, NY office.

Fred became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. He serves as a principal, financial advisor and is responsible for the management of multi-strategy investment portfolios. Fred is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

In 2007, Fred founded Island Brook Partners LP, an alternative fund of hedge funds. From 2001 through 2007, he was president of Kemnay Advisory Services. Prior to Kemnay, Fred worked at Ivy Asset Management from 1990 through 2001. Fred has been active in the investment management industry for nearly 30 years.