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Profil
Garrett August Uhl worked as a Managing Director at Summit Portfolio Advisors LLC.
Prior to that, he worked as a Registered Representative at Merrill Lynch & Co., Inc. and Founders Asset Management LLC.
He also worked as a Performance Analyst at Envestnet Asset Management, Inc. Uhl received an undergraduate degree from Clemson University.
Anciens postes connus de Garrett August Uhl
| Sociétés | Poste | Fin |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Corporate Officer/Principal | 31/08/2005 |
Founders Asset Management LLC
 Founders Asset Management LLC Investment ManagersFinance Founders Asset Management looks for companies that have potential for strong earnings growth that can be sustained through market cycles and changing economic conditions, and can combine these qualitative strengths with the business savvy needed to produce the kinds of compelling quantitative strengths that look sound on a firm's balance sheet. They do not limit themselves to certain markets or sectors. The firm conducts bottom-up research with the application of an in-depth process that entails a company-by-company analysis of business models and fundamentals. They prefer to focus exclusively on uncovering growth-oriented stocks, regardless of their sectors or geographical location. Founders Asset Management's stock selection process is organic; they monitor current holdings on a daily basis. They use price targets to assess companies' contributions to portfolio performance, making adjustments if necessary. Though not limited by sector, Founders Asset management tends to invest in the stocks of US large-cap companies in the retail, technology services, electronic technology and health services sectors. | Corporate Officer/Principal | 31/12/2002 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/2001 |
Summit Portfolio Advisors LLC
 Summit Portfolio Advisors LLC Investment ManagersFinance Summit Portfolio Advisors' (SPA) invests client accounts primarily in ETF securities, traded in U.S. markets, and by writing listed covered call options and buying listed put options on all or a substantial portion of the portfolio’s securities. The firm's investment approach is based on 'Collar Investing,' a stock and option strategy that involves buying a stock and collaring that stock with the purchase of a put option and the sale of a covered call option. The strategy seeks to identify opportunities for price arbitrage between stocks and their derivatives and to invest clients' portfolios in stock/collar combinations that offer an attractive risk/reward proposition. In addition to Collar Investing, where the put and call options are derivatives of the purchased stock and expire on the same date, the firm may occasionally employ other collar strategies. Index put or call options may sometimes be substituted for one or both sides of the collar or the expiration dates of the put and call option may sometimes be different. | Gestionnaire de Portefeuille-Actions | - |
Formation de Garrett August Uhl
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Founders Asset Management LLC
Founders Asset Management LLC Investment ManagersFinance Founders Asset Management looks for companies that have potential for strong earnings growth that can be sustained through market cycles and changing economic conditions, and can combine these qualitative strengths with the business savvy needed to produce the kinds of compelling quantitative strengths that look sound on a firm's balance sheet. They do not limit themselves to certain markets or sectors. The firm conducts bottom-up research with the application of an in-depth process that entails a company-by-company analysis of business models and fundamentals. They prefer to focus exclusively on uncovering growth-oriented stocks, regardless of their sectors or geographical location. Founders Asset Management's stock selection process is organic; they monitor current holdings on a daily basis. They use price targets to assess companies' contributions to portfolio performance, making adjustments if necessary. Though not limited by sector, Founders Asset management tends to invest in the stocks of US large-cap companies in the retail, technology services, electronic technology and health services sectors. | Finance |
Clemson University
 Clemson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
Summit Portfolio Advisors LLC
Summit Portfolio Advisors LLC Investment ManagersFinance Summit Portfolio Advisors' (SPA) invests client accounts primarily in ETF securities, traded in U.S. markets, and by writing listed covered call options and buying listed put options on all or a substantial portion of the portfolio’s securities. The firm's investment approach is based on 'Collar Investing,' a stock and option strategy that involves buying a stock and collaring that stock with the purchase of a put option and the sale of a covered call option. The strategy seeks to identify opportunities for price arbitrage between stocks and their derivatives and to invest clients' portfolios in stock/collar combinations that offer an attractive risk/reward proposition. In addition to Collar Investing, where the put and call options are derivatives of the purchased stock and expire on the same date, the firm may occasionally employ other collar strategies. Index put or call options may sometimes be substituted for one or both sides of the collar or the expiration dates of the put and call option may sometimes be different. | Finance |
