Wes Strode
Analyst-Equity bij Portfolio Design Advisors, Inc.
Profiel
Mr. Wesley L.
Strode, CFA, is a Senior Portfolio Manager at Portfolio Design Advisors, Inc. He is responsible for the management of the Portfolio Design Advisors model portfolios.
These portfolios include mutual funds, stocks, and ETFs.
Management of the portfolios involves manager due diligence and selection, security selection, and asset allocation decisions.
In addition, Wes acts as the Program Manager for all of the Portfolio Design Advisor models .
This includes the oversight of all investment selections and strategic decision making.
He assists financial advisors with portfolio selection and custom research and analysis.
He has held investment analysis, management, and other positions at several financial services firms including State Street Bank &Trust and Old Mutual Capital.
He received his undergraduate degree from the University of Nebraska.
He received his CFA Charter in 2010.
Actieve functies van Wes Strode
| Bedrijven | Functie | Begin |
|---|---|---|
Portfolio Design Advisors, Inc.
 Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies. | Analyst-Equity | 01-02-2012 |
Eerdere bekende functies van Wes Strode
| Bedrijven | Functie | Einde |
|---|---|---|
Old Mutual Capital, Inc.
 Old Mutual Capital, Inc. Investment ManagersFinance Old Mutual Capital, Inc. provided investment advice. The company was headquartered in Denver, CO. | Corporate Officer/Principal | 01-07-2011 |
Opleiding van Wes Strode
| University of Nebraska | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Old Mutual Capital, Inc.
Old Mutual Capital, Inc. Investment ManagersFinance Old Mutual Capital, Inc. provided investment advice. The company was headquartered in Denver, CO. | Finance |
Portfolio Design Advisors, Inc.
Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies. | Finance |
