Resumes
Resumes
Chief Portfolio Strategist
View pageLocation:
Charlotte, NC
Industry:
Investment Management
Work:
Tiaa
Chief Portfolio Strategist
Bca Research 2017 - 2018
Chief Strategist, Managing Editor, U.s Investment Strategy Service
Lpl Financial 2007 - 2017
Svp- Chief Economic Strategist
Pnc Advisors/Pnc Wealth Management 2002 - 2007
Senior Investment Strategist
Pnc 2002 - 2007
Senior Investment Strategist
Chief Portfolio Strategist
Bca Research 2017 - 2018
Chief Strategist, Managing Editor, U.s Investment Strategy Service
Lpl Financial 2007 - 2017
Svp- Chief Economic Strategist
Pnc Advisors/Pnc Wealth Management 2002 - 2007
Senior Investment Strategist
Pnc 2002 - 2007
Senior Investment Strategist
Education:
Villanova University
Bachelors, Bachelor of Arts, Economics Nyu Stern School of Business
Bachelors, Bachelor of Arts, Economics Nyu Stern School of Business
Skills:
Investment Policy
Asset Allocation
Wealth Management
Macroeconomics
Portfolio Management
Client Service
Financial Markets
Bloomberg
Investments
Mutual Funds
Alternative Investments
Equities
Securities
Investment Strategies
Finance
Capital Markets
Asset Management
Trading
Financial Advisory
Financial Services
Hedge Funds
Fixed Income
Client Services
Fixed Income Analysis
Investment Management
Model Portfolios
Equity Research
Equity Valuation
Equity Research Analysis
Finra
Asset Allocation
Wealth Management
Macroeconomics
Portfolio Management
Client Service
Financial Markets
Bloomberg
Investments
Mutual Funds
Alternative Investments
Equities
Securities
Investment Strategies
Finance
Capital Markets
Asset Management
Trading
Financial Advisory
Financial Services
Hedge Funds
Fixed Income
Client Services
Fixed Income Analysis
Investment Management
Model Portfolios
Equity Research
Equity Valuation
Equity Research Analysis
Finra
Certifications:
Chartered Financial Analyst