Raymond Shivers III portrait

Raymond Shivers III

Advisor

ray@portfolioprojector.com

Career

Ray brings 25 years of financial operations expertise, most recently serving as COO at Saphyre, Inc., a leading FinTech company leveraging AI technology. Prior to that, Ray held senior roles as COO of Global Investment Operations at BlackRock and Executive Vice President and COO of Lincoln Investment.

As an Advisor to Portfolio Projector, Ray applies his deep understanding of both the retail and institutional finance markets and operational efficiency to build scalable systems that eliminate inefficiencies in portfolio analysis, bringing enterprise-level operational excellence to real estate investment tools.

Key experience

  • Chief Operating Officer, Saphyre Inc.
  • Chief Operating Officer of Global Investment Operations, BlackRock
  • Chief Operating Officer & Executive VP, Lincoln Investment

Education

MBA, Thomas Jefferson University

BA in Economics, Dickinson College

Certifications

  • NASD
  • Series 7, 6, 63, 99 and SIE (Not active)

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