Personal Information
Organização/Local de trabalho
Greater Boston Area United States
Cargo
Investment Advisor
Setor
Finance / Banking / Insurance
Sobre
Senior Investment Professional with proven portfolio management (equity and asset allocation), global macro research, and marketing of investment strategies. Recognized as a creative and conceptual thinker with superior analytical and people management skills. Able to immediately impact an organization at the investment, sales, and business levels.
Strengths include:
• In-depth understanding of a wide variety of investment strategies (traditional and alternative), instruments (including derivatives), capital market environments and client types
• Capital market assessment, asset allocation structuring and corresponding implementation strategy
• Modeling and evaluation of sec...
Marcadores
asset allocation
growth
value
equities
risk
stock picking
investment
etf
corporate taxes
tax gap
tax arbitrage
effective corporate tax rates
tax inversions
articles
Ver mais
Apresentações
(10)Documentos
(6)Personal Information
Organização/Local de trabalho
Greater Boston Area United States
Cargo
Investment Advisor
Setor
Finance / Banking / Insurance
Sobre
Senior Investment Professional with proven portfolio management (equity and asset allocation), global macro research, and marketing of investment strategies. Recognized as a creative and conceptual thinker with superior analytical and people management skills. Able to immediately impact an organization at the investment, sales, and business levels.
Strengths include:
• In-depth understanding of a wide variety of investment strategies (traditional and alternative), instruments (including derivatives), capital market environments and client types
• Capital market assessment, asset allocation structuring and corresponding implementation strategy
• Modeling and evaluation of sec...
Marcadores
asset allocation
growth
value
equities
risk
stock picking
investment
etf
corporate taxes
tax gap
tax arbitrage
effective corporate tax rates
tax inversions
articles
Ver mais