Sentences with phrase «portfolio strategist of»

Not exact matches

Michael Khouw is a 20 year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities and equity and index derivatives for both buy - side and sell - side firms.

A particular group of managers who constantly update their view on the best macro opportunities are known as ETF strategists — they use index ETFs to create a global stock and bond portfolio.

Russian assets will likely now be plagued by higher risk premiums after a period of long positioning on Russian risk, according to Tim Ash, senior portfolio strategist at Bluebay Asset Management.

Morgan Stanley strategists dropped Apple's weighting in their strategic portfolio to 3 percent from 4 percent in an equity outlook note released Monday, but traders said the swiftness of the decline was too dramatic to be attributed solely to the note, which was released before trading opened.

«This has been a tremendous rally, and if you're overweight in certain sectors such as technology, your portfolio might be a little bit out of whack as to what your goals are,» said JJ Kinahan, chief market strategist and managing director of TD Ameritrade, which manages $ 1.16 trillion - worth of assets for its global clients.

He had most recently served as the firm's portfolio strategist as well as head of its financials research team.

She previously served as co - head and senior portfolio manager in charge of the Montgomery fixed - income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed - income research and economics department at Credit Suisse First Boston.

Leo Chen, Ph.D., Portfolio Manager & Quantitative Strategist for Cumberland Advisors, will join me to speak on July 12th for an annual gathering of economists, bankers, academics, and finance industry representatives known as the Rocky Mountain Economic Summit.

He started his career in the division of SEB Asset Management, one of the largest Scandinavian banks, as an Investment Strategist, managing a sizable portfolio for a sophisticated investor base, including pension funds and high net worth individuals.

Prior to founding T2 Asset Management, Dan held various positions at some of the largest investment firms in the country as a trader, portfolio manager, and strategist.

Between 2004 and 2013, Alessio was a member of the Global Debt team where he served as Portfolio Manager and Quantitative FX Strategist.

Finally, to help our clients place this wealth of fundamental data into perspective, we also provide access to the latest market and economic commentary from our firm's top internal experts, including our chief economist, our investment strategists, and our Equity Portfolio & Technical Strategy team.

Chief Investment Strategist Richard Turnill shares how to potentially position portfolios for the market and economic environment we see ahead for the remainder of 2016.

In this month's Investment Outlook, New Investment Paths with Smart Beta, PNC Chief Investment Strategist Bill Stone discusses a wide range of smart beta strategies which PNC believes can be an attractive addition to traditional investment portfolios.

Prior to his current position, he served in a variety of roles including senior international strategist, portfolio manager for the equity portion of Compass ETF portfolios, and fixed income trader.

These topics are the subject of vigorous debate among BlackRock portfolio managers and strategists.

Russ and Personal Investor Strategist Heather Pelant take a closer look at cash, examining the effects of having too much (or not enough) in your retirement portfolio and how to strike the right balance for your needs.

The program, comprising of insightful presentations and interactive panel discussions, was researched and developed with direct input from top portfolio strategists, investment experts, and the Canadian Real Estate Wealth Magazine editorial team.

I consider Faber one of the most innovative strategists in the business today, and I found his research on shareholder yield to be compelling enough to make the Cambria Shareholder Yield ETF (SYLD) a core, long - term holding in multiple ETF portfolios I manage.

In addition, he also spent time in roles as Senior Portfolio Manager, Chief Portfolio Strategist and Director of Trading Operations for Saliba Portfolio Management, a hedge fund specializing in overlay solutions in Chicago, IL.

Call it «the Goldilocks approach,» in the words of RBC Wealth Management portfolio strategist Jim Allworth.

SURPRISING FACT: That to grow family wealth for the good of all members, it's important to seek the advice of not only an investment manager but also an investment strategist who can customize asset allocation, maximize tax management in a portfolio, document investment policy statements, offer ongoing investment education to the family and lead regular meetings and ongoing communications with the family.

Here is part two of my interview with Scott Burns, the newspaper columnist and Chief Investment Strategist at AssetBuilder who created the original Couch Potato portfolio more than 20 years ago.

ProShares investment strategists Simeon Hyman and Kieran Kirwan discuss the appeal of dividend growth strategies, their potential to enhance returns, and how ProShares Dividend Growers ETFs might fit into your portfolio.

Chief investment strategist on the danger of letting your portfolio mix drift and how to combat FOMO

As a portfolio strategist at Desjardins Online Brokerage, I am pleased to announce the launch of Disnat GPSfootnote 1 reports.

Some of the key draws for this event include speaker Bob Gorman, Chief Portfolio Strategist for TD Waterhouse and Investools (the investor education company owned by TD Ameritrade).

Interview: ETF Strategist, Bryan Borzykowski, CNBC Presenter: Your Portfolio is Broken - CPA Calgary CE - February 18, 2016 Presenter: Your Portfolio is Broken - CPA Edmonton CE - February 4, 2016 Presenter: Your Portfolio is Broken - Institute of Chartered Accountants CE - February 24, 2015 Presenter: Your Portfolio is Broken - Institute of Chartered Accountants CE - February 20, 2015 Interview: CTV - November 1, 2013 Interview: Global TV - September 24th, 2013 8:40 am Interview: Canadian Couch Potato - Dan Bortolotti, September 6, 2013 Presenter: Your Portfolio is Broken; Who's to Blame and How to Fix It!

Envestnet, Inc. today announced plans to make NextShares ™ exchange - traded managed funds available to financial advisors through the Envestnet wealth management platform as part of its advisor - as - portfolio - manager tools as well as through Fund Strategist Portfolios (FSPs).

As a senior multi-asset class portfolio strategist for Charles Schwab, Jake Gilliam is regularly called on to help formulate the strategic direction and management of multi-asset class portfolios across Charles Schwab Investment Management and Charles Schwab Bank.

As an industry, the ETF strategist space lacks standardization in terms of nomenclature — a so - called global tactical portfolio might not mean the same type of exposure to different strategists — as well as any sort of rating system that allows you to compare and contrast similar model portfolios from different providers.

This day - long event featured top - tier speakers such as Bob Gorman, TD's Chief Portfolio Strategist, as well as a line - up of speakers from Investools, Horizons... Read More»

There will be a number of speakers including Bob Gorman, Chief Portfolio Strategist for TD Waterhouse.

«This is the reverse of the historical mark,» says Bob Gorman, portfolio strategist at TD Waterhouse.

Bob Gorman, chief portfolio strategist at TD Wealth, says this rising confidence is helping investors get closer to their ideal goal of investing about a quarter of their income each year to meet their long - term financial goals.

Presented by: AJ Monte, Chief Market Strategist, The Market Guys In this webinar, sponsored by Scotia iTRADE, and presented by AJ Monte of The Market Guys, attendees will learn how to minimize losses and protect profits in their trading portfolio with stops and trailing stops using powerful platforms.

Yield curve strategists refer portfolio positioning as «butterfly» trades with the «wings» of a trade being the short and long components on the yield curve and the «body» as the middle portion of the trade.

Marshall L. Stocker is a vice president of Eaton Vance Management, global macro equity strategist and portfolio manager on Eaton Vance's global income team.

Pablo Goldberg, a portfolio manager and senior strategist on BlackRock's emerging market debt team, and Sergio Trigo Paz, head of emerging markets fixed income within BlackRock's portfolio management group, write:

He is currently completing his portfolio for the Master Resume Writer credential, a distinction he will share with only a handful of the industry's most prominent writers and career strategists.

Click on a Microblogging Career Strategist's name or URL below to review their portfolio of career coaching and job search services.

Click on a Certified Job Search Strategist's name or URL below to review their portfolio of career coaching and job search services.

Similarly, when careerists decide to invest in a new resume and career portfolio, they should understand and research the value of hiring a strong, capable writing strategist who will design muscular stories that will sustain them during an active, often rigorous job search.