Personal Information
Entreprise/Lieu de travail
Greater Boston Area United States
Profession
Investment Advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.globalfocuscapital.com
À propos
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...
Mots-clés
asset allocation
growth
value
equities
risk
stock picking
investment
etf
corporate taxes
tax gap
tax arbitrage
effective corporate tax rates
tax inversions
articles
Tout plus
- Présentations
- Documents
- Infographies