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 ...
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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 welcome
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