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Blake McWherter
Portfolio Manager-Fixed Income presso
Corient Private Wealth LLC
Profilo
Mr. Clayton B. McWherter is a Partner at Corient Private Wealth LLC.
Previously, Mr. McWherter was a Managing Director and Portfolio Manager for Taxable Fixed Income at legacy firm Avalon.
Prior to that, he was a Senior Analyst at PineBridge Investments, with the acquisitions group at Weingarten Realty Investors and with the Global Energy Investment Banking Group at Credit Suisse.
Mr. McWherter earned an MBA in Finance and Accounting from the Kellogg School of Management at Northwestern University and a BBA in Finance from Texas A&M University.
Posizioni attive di Blake McWherter
| Società | Posizione | Inizio |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Portfolio Manager-Fixed Income | 01/05/2023 |
Precedenti posizioni note di Blake McWherter
| Società | Posizione | Fine |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Portfolio Manager-Fixed Income | 01/05/2023 |
PineBridge Investments LLC
 PineBridge Investments LLC Investment ManagersFinance PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments. | Analista-Rendimento Fisso | - |
Formazione di Blake McWherter
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
92
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Finance |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PineBridge Investments LLC
PineBridge Investments LLC Investment ManagersFinance PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments. | Finance |
Kellogg School of Management
 Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Finance |
