Portfolio Manager | Wealth Manager bgilbert@aamlive.com | 719-488-6107 Passionate, committed Portfolio Manager with 20+ years in the investment services industry. Strategic leader with an avid interest in analyzing trends and markets to uncover new investments and asset allocation ...more

Portfolio Manager | Wealth Manager bgilbert@aamlive.com | 719-488-6107 Passionate, committed Portfolio Manager with 20+ years in the investment services industry. Strategic leader with an avid interest in analyzing trends and markets to uncover new investments and asset allocation opportunities. Specialties: Portfolio Management, Wealth Management, Analyst, Trader, Operations Manager Research and Credit Analysis, Credit and Economic Cycles, Institutional Fixed Income and Equity Trading, Institutional Money Management, Separately Managed Accounts (SMA), and Investment Consulting, General Securities Representative (Series 7) General Securities Sales Supervisor Principal (Series 8) General Securities Principal – Sales Supervisor (Series 23) Uniform Securities Agent State Law (Series 63) Uniform Investment Advisor Law (Series 65) Technical skills: Bloomberg, TOMS, BondEdge, The Muni Center, Fabkom, APL, Advent Portfolio Exchange, Moxy, MSCI, ProxyEdge, NetExchange MS Office (Word, Excel, Access, PowerPoint, Outlook) Product expertise: Investment Grade and High-Yield Fixed Income Portfolio Management Client types: Institutional Accounts, Registered Investment Advisors, and Broker Dealers LION - invites welcomeless