Profilo
Mr. Andrew M.
Shenberg is a Partner & Portfolio Strategist at Krilogy Financial LLC.
He leads the Investment Advisory team and is responsible for oversight of the firm’s overall investment activities.
He serves in the development & direction of investment strategies through the firm’s Investment Committee and has a fixed income-oriented focus on its Investment Strategy Team.
Mr. Shenberg received his Bachelor’s Degree from the University of Missouri, St. Louis.
Precedenti posizioni note di Andrew Michael Shenberg
| Società | Posizione | Fine |
|---|---|---|
Krilogy Financial LLC
Krilogy Financial LLC Investment ManagersFinance Krilogy employs a simple, solid, top-down approach by assessing a client’s needs and goals with the firm’s specialized needs-based financial tools. The firm is comprised of an Investment Committee made up of senior leadership and advisors led by its Chief Investment Officer. Broadly, the Investment Committee is responsible for formulating the overall direction of the firm’s investment philosophy and polices. Their portfolio investment process builds portfolios that diversify within and across asset classes, investment styles and geographies. Portfolios are assembled to maximize the benefits of diversification while maintaining the ability for returns enhancement through security selection and sector allocations, which ultimately leads to high quality, diversified and defensive portfolios. | Responsabile della Conformità | 01/01/2016 |
Formazione di Andrew Michael Shenberg
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 | 2 |
|---|---|
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Krilogy Financial LLC
Krilogy Financial LLC Investment ManagersFinance Krilogy employs a simple, solid, top-down approach by assessing a client’s needs and goals with the firm’s specialized needs-based financial tools. The firm is comprised of an Investment Committee made up of senior leadership and advisors led by its Chief Investment Officer. Broadly, the Investment Committee is responsible for formulating the overall direction of the firm’s investment philosophy and polices. Their portfolio investment process builds portfolios that diversify within and across asset classes, investment styles and geographies. Portfolios are assembled to maximize the benefits of diversification while maintaining the ability for returns enhancement through security selection and sector allocations, which ultimately leads to high quality, diversified and defensive portfolios. | Finance |
















