Sentences with phrase «as a portfolio manager»

He has served as a portfolio manager for 33 years, specializing in international equities for large institutional clients, family offices, and high - net - worth individuals.
I grew up as a portfolio manager for a life insurance company.
He also serves as a portfolio manager of the firm's utilities portfolios.
Financial Consultant and today can boast of complete 3 years experience of working as a Portfolio Manager.
Over the last 20 years, first as an investment advisor working at a major Canadian brokerage firm and then as a portfolio manager at a private counsel, I've witnessed investor frustration.
In his role as a portfolio manager, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management.
Each member of that team is registered as a Portfolio Manager — that means they have a certification in giving the kinds of advice they'll be giving.
He serves as a portfolio manager on the firm's core equity team.
In addition to this he has acted as a Portfolio Manager to equity, corporate bond and structured product funds.
At all levels, agencies need team leaders to operate more like business owners and apply these skills as portfolio managers and growth architects to the advertisers they serve.
These are the times that try my soul as a portfolio manager.
First, as the portfolio manager buys and sells securities to manage the cash flows they will incur trading costs.
Each member of that team is registered as a Portfolio Manager — that means they have a certification in giving the kinds of advice they'll be giving.
Since joining the firm in 1998, Adel has also worked as a Portfolio Manager in the Global Structured Products Group focusing on a broad range of international and domestic strategies.
Prior to joining Franklin Templeton, Mr. Baughman served as a portfolio manager with L.F. Rothschild, and began his mutual fund career with the Pilgrim Group.
Before joining MFS, he served eight years as a portfolio manager at Franklin Templeton Investments, including two years at Bissett Investment Management before its acquisition by Franklin Templeton.
Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).
Prior to his return to USAA in 2006, John worked for Oppenheimer Funds as a vice president and portfolio manager from 2004 - 2006 and Strong Capital Management as a portfolio manager from 1999 - 2004.
Mr. Watsa holds a BA from Hillsdale College and a Chartered Investment Manager designation and is registered with the Ontario Securities Commission as a Portfolio Manager.
In 1979, he was appointed as the portfolio manager of the fund, later renamed the First Eagle Global Fund.
Previously he held a position as portfolio manager at Danske Capital for the Danske Invest Latin American Equities fund.
Ms. Higginbotham has served as Portfolio Manager since February 2011.
His career began as a portfolio manager for Asian Equities at Credit Suisse in Zurich.
She joined Wellcap Partners as an assistant portfolio manager, followed by a role at Boston Avenue Capital as a portfolio manager, during which time she took a role as interim Chief Operations Officer of Compumed, a public company specializing in medical devices for osteoporosis testing.
First off, the target date fund is only as good as the portfolio manager and how well his or her choices — not to mention fees and other terms — are suited for your particular situation.
In 1995 I started Daruma with zero assets under management, but with a clear goal: to build an investment firm where the business of money management would never interfere with my calling as a portfolio manager.
Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012.
He retired in 1995 after 31 years (1964 - 1995) of market - beating investment results while the Vanguard Windsor Fund during his tenure as portfolio manager averaged +13.7 % against the S&P 500 Index of +10.6 %.
He retired in 1995 after 31 years (1964 - 1995) of market - beating investment results while the Vanguard Windsor Fund during his tenure as portfolio manager averaged +13.7 % against the S&P 500 -LSB-...]
Vanguard has appointed seven investment management professionals as portfolio managers of 23 equity index funds, including some of the largest index funds in the world.
We are pleased to announce that Billy J. Hwan will join Parnassus Investments founder and CEO Jerome L. Dodson as a portfolio manager for the Parnassus Endeavor Fund, effective May 1, 2018.
Machines will never be able to add strategic content, such as the portfolio manager's recommendations on market positioning and why her portfolio is positioned for success.
In 1997 Mr. Dorfman began to work for David Dreman of Dreman Value Management, first as an analyst and later as a portfolio manager.
In my previous career as a portfolio manager, up until the turn of the millenium, I wrote entire real time high frequency trading systems in S - plus (which is essentially equivalent to R).
Sarbit only got the chance to start picking securities himself when he joined Investors Group as a portfolio manager in 1987.
The group comprised, as portfolio manager Kristen Koh Goldstein put it, the kind of people who are «wealthy enough they don't need to be in a listicle.»
The latest is Lewis Fellas, who you might remember as a portfolio manager at Harvard's endowment.
Prior to joining ROBO, he was with Apex Capital from 2002 through 2015 where he served as the portfolio manager covering industrials.
He battle - tested his investment philosophy and strategies as portfolio manager of Tier 1, a market - crushing Motley Fool real - money portfolio that delivered 24.58 % annualized returns during its existence.
Jeremie Banet, the former Pimco portfolio manager who quit to sell croque - monsier sandwiches out of a truck a day after Bill Gross yelled at him, is coming back to Pimco as a portfolio manager.
Before that, Fernando spent 8 years at Bestinver AM where he served as portfolio manager together with Francisco García Paramés (CIO) and his current partner Alvaro Guzmán.
«Just as portfolio managers and analysts are increasingly integrating ESG factors into their investment processes, those professionals responsible for their firms» proxy voting policies and, ultimately their actual proxy votes, also need insights into how these issues are being managed within the boardroom.
This will be the last report that shows Henry as a portfolio manager of Oakmark Select, as he is retiring at the end of July.
Prior to joining Leith Wheeler, Patti spent nine years with a wealth management firm in Calgary as a Portfolio Manager.
a b c d e f g h i j k l m n o p q r s t u v w x y z