Eric Andrew Boughton
Analyst-Equity bij Deschutes Portfolio Strategy LLC
Profiel
Mr. Eric A.
Boughton, CFA, is a Portfolio Manager & Chief Analyst at Deschutes Portfolio Strategy LLC.
He is the portfolio manager for the Matisse Discounted Closed-End Fund Strategy.
He applies the strategy to both separately managed accounts and our mutual fund that was launched in 2012.
He brings over 15 years of investment experience to our team, previously as a Portfolio Manager and Analyst with 1st Source Investment Advisors, where he co-managed a publicly traded mutual fund, created the firm’s outside mutual fund recommended list, analyzed individual equity securities, generated investment commentary, and devised a quantitative approach to fundamentals-based security selection.
?He received a BS degree with distinction in mathematics from the University of Houston in 1997, is a Registered Investment Advisor, and is a CFA (Chartered Financial Analyst) charter holder.
Actieve functies van Eric Andrew Boughton
| Bedrijven | Functie | Begin |
|---|---|---|
Deschutes Portfolio Strategy LLC
 Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Analyst-Equity | 01-09-2006 |
Eerdere bekende functies van Eric Andrew Boughton
| Bedrijven | Functie | Einde |
|---|---|---|
Deschutes Investment Advisors, Inc.
 Deschutes Investment Advisors, Inc. Investment ManagersFinance Founded in 1997, Deschutes Investment Advisors, Inc. is a registered investment advisor located in Portland, Oregon. The firm is also known as Deschutes Portfolio Strategies. Their clients include high net-worth, individuals, families, corporate boards, 401(k) or pension boards, foundations, endowments, trusts and charitable organizations. | Portefeuillebeheerder-Aandelen | - |
1st Source Corporation Investment Advisors, Inc.
 1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source Corporation Investment Advisors, Inc. (1st Source CIA) is an investment advisor headquartered in South Bend, Indiana. The firm was founded in 2001 and they are a subsidiary of 1st Source Bank, which is owned by 1st Source Corp. (NASDAQ: SRCE). 1st Source CIA provides comprehensive investment management services for individuals, families, corporations, non-profit organizations and municipalities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Eric Andrew Boughton
| University of Houston | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
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1st Source Corporation Investment Advisors, Inc.
1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source Corporation Investment Advisors, Inc. (1st Source CIA) is an investment advisor headquartered in South Bend, Indiana. The firm was founded in 2001 and they are a subsidiary of 1st Source Bank, which is owned by 1st Source Corp. (NASDAQ: SRCE). 1st Source CIA provides comprehensive investment management services for individuals, families, corporations, non-profit organizations and municipalities. | Finance |
Deschutes Investment Advisors, Inc.
Deschutes Investment Advisors, Inc. Investment ManagersFinance Founded in 1997, Deschutes Investment Advisors, Inc. is a registered investment advisor located in Portland, Oregon. The firm is also known as Deschutes Portfolio Strategies. Their clients include high net-worth, individuals, families, corporate boards, 401(k) or pension boards, foundations, endowments, trusts and charitable organizations. | Finance |
Deschutes Portfolio Strategy LLC
Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Finance |
