Personal Information
Organization / Workplace
Tampa/St. Petersburg, Florida Area United States
Occupation
Portfolio Manager
Industry
Finance / Banking / Insurance
Tags
stocks
cfa
gips
successful portfolios
model portfolios
risk
returns
portfolio management
time-weighted returns
brokerage statements
ria
investments
bonds
advisor
investment allocation
low volatility anomaly
global investment performance standards
equities
beta
rotational
etf
momentum
sectors
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