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Kyle William Pohlman
Gestionnaire de Portefeuille-Actions chez
Bartlett & Co. Wealth Management LLC
Profil
Mr. Kyle W.
Pohlman is a Wealth Advisor & Principal at Bartlett & Co. Wealth Management LLC.
He focuses on investment management for individuals and their families and foundations and endowments, and performs portfolio analysis.
He chairs our alternative asset strategy committee.
He has over 14 years of investment experience.
Mr. Pohlman was previously employed as an Investment Advisor & Principal by Bartlett & Co. LLC.
He is a Summa Cum Laude graduate from the University of Cincinnati with a BBA in Finance.
He is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.
Postes actifs de Kyle William Pohlman
| Sociétés | Poste | Début |
|---|---|---|
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett is an active investment manager that aims to develop customized, balanced portfolios designed to mitigate risk while striving to deliver consistent long-term results. They primarily allocate client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with clients’ stated investment objectives. | Gestionnaire de Portefeuille-Actions | 01/04/2018 |
Anciens postes connus de Kyle William Pohlman
| Sociétés | Poste | Fin |
|---|---|---|
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Gestionnaire de Portefeuille-Actions | 01/04/2018 |
Formation de Kyle William Pohlman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
51
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Finance |
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett is an active investment manager that aims to develop customized, balanced portfolios designed to mitigate risk while striving to deliver consistent long-term results. They primarily allocate client assets among various mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with clients’ stated investment objectives. | Finance |
