Profilo
Mr. Andrew D.
Buzan, CFA MBA, is a Co-Chief Investment Officer, Senior Portfolio Manager & Shareholder at Kelman-Lazarov, Inc. He engages actively in investment research, portfolio construction, performance monitoring and trading.
He joined Kelman-Lazarov in 2007 and became a partner in 2019 as he took leadership responsibilities for the investment team.
He holds a B.S.
in finance and economics from David Lipscomb University and an MBA from the University of Memphis.
He is a Chartered Financial Analyst.
Posizioni attive di Andrew Douglas Buzan
| Società | Posizione | Inizio |
|---|---|---|
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Direttore degli Investimenti | 01/05/2007 |
Formazione di Andrew Douglas Buzan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Lipscomb University
Lipscomb University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Memphis
University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Finance |
















