President & Chief Investment Strategist
Ms. Fliss is the Founder, President and CIO for Global View Capital Management, a SEC Registered Investment Advisory firm headquartered in Milwaukee, WI. She is responsible for a series of Global Tactical strategies and portfolios offered on multiple platforms across both the U.S. & Canada. Prior to starting her own firm in 2010, Ms. Fliss was Executive Director for Investment Advisors International, an RIA firm within the AEGON Group, a global fortune 100 company. She was responsible for vetting out money managers that specialized in active management, trained and developed over 1,000 IARs on how to offer them to their clients and built out a UMA platform that eventually merged into Transamerica. She studied math and physics at the University of Wisconsin and stays connected to her vast network of like-minded innovators that have a passion to disrupt the existing financial system. She serves in Washington D.C. for the Concord Coalition, a bipartisan group advocating for fiscal responsibility. For fun she spends her time teaching and training her next generation kids, grandkids, friends and neighbors how to water ski and just have fun on Lac la Belle, the lake she and her husband live.