Anthony E. Birch

Plus aucun poste en cours

Finance

Consumer Services

Profil

Prior to joining Roosevelt in 2007, Mr. Birch was an Investment Associate at UBS Financial Services, where he provided client service support to high net worth individuals and institutions.
His sales background includes the creation, maintenance and monitoring of a database of separately-managed account managers for inclusion in asset allocation models.
Mr. Birch earned a BA in Finance from St. John’s University and currently holds Series 7 and 66 licenses.

Anciens postes connus de Anthony E. Birch

Sociétés	Poste	Fin
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	-
The Roosevelt Investment Group LLC The Roosevelt Investment Group LLC Investment ManagersFinance Roosevelt Investments manages several equity, fixed income, balanced and customized strategies. The firm offers actively managed domestic equity strategies that break away from the traditional mold of style box investing and pursue a flexible approach. They look for both stocks that are out-of-favor and considered undervalued (Value), as well as stocks with under-appreciated growth potential (Growth). These strategies typically employ the firm's thematic process, which is a synthesis of top-down and bottom-up methods. Their fixed income strategies include both global and domestic actively managed multi-sector fixed income strategies across the risk/return spectrum. Roosevelt Investments’ active risk management and thematic processes may be used in their global fixed income strategy but is not typically employed in their domestic fixed income strategies.	Sales & Marketing	-

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Formation de Anthony E. Birch

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Sociétés liées

Entreprise privées	3
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
The Roosevelt Investment Group LLC The Roosevelt Investment Group LLC Investment ManagersFinance Roosevelt Investments manages several equity, fixed income, balanced and customized strategies. The firm offers actively managed domestic equity strategies that break away from the traditional mold of style box investing and pursue a flexible approach. They look for both stocks that are out-of-favor and considered undervalued (Value), as well as stocks with under-appreciated growth potential (Growth). These strategies typically employ the firm's thematic process, which is a synthesis of top-down and bottom-up methods. Their fixed income strategies include both global and domestic actively managed multi-sector fixed income strategies across the risk/return spectrum. Roosevelt Investments’ active risk management and thematic processes may be used in their global fixed income strategy but is not typically employed in their domestic fixed income strategies.	Finance
St. John's University St. John's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services