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Jiorden Sanchez
Analyst-Equity chez
United Asset Strategies, Inc.
Profil
Mr. Jiorden Sanchez, CFA MBA, is a Director of Portfolio Management & Investment Research at United Asset Strategies, Inc.
Prior to joining United Asset Strategies in 2020, Mr. Sanchez accumulated over a decade of experience in the investment industry, primarily as an Equity Analyst at Goldman Sachs and Deutsche Bank, but also earlier in his career as a Junior Portfolio Manager at a Registered Investment Advisors.
His experience includes providing buy, sell and hold recommendations for stocks in the Technology, Media & Telecom sectors as well as overseeing separately managed accounts to ensure that portfolio construction and security selection met individual clients’ risk and return objectives.
He earned his BS at Stony Brook University with a dual major in Business Management and Economics, and his MBA at New York University with concentrations in Finance and Accounting.
He also earned an executive education certificate at Columbia University on Value Investing and is a CFA charterholder.
Postes actifs de Jiorden Sanchez
| Sociétés | Poste | Début |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Analyst-Equity | 01/05/2020 |
Anciens postes connus de Jiorden Sanchez
| Sociétés | Poste | Fin |
|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/08/2018 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/03/2014 |
Formation de Jiorden Sanchez
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Entreprise privées
Relations
86
Relations au 1er degré
5
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stony Brook University
 Stony Brook University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
