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Brian Cheyne, Cfa is listed as Senior Investment Strategy Specialist at Touchstone Investments, a company with 100 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at touchstoneinvestments.com and a matched LinkedIn profile for Brian Cheyne, Cfa.
Brian Cheyne, Cfa previously worked as Investment Strategy Specialist at Touchstone Investments and Research Analyst at Touchstone Investments. Brian Cheyne, Cfa holds Bsba, Finance from Xavier University - Williams College Of Business.
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More than twenty years of investment experience. I started my career consulting to ERISA plans and later moved into institutional manger research. As an Investment Strategy Specialist I am able to blend both roles to communicate technical content to a wide range of audiences. I believe best ideas portfolios guided by skilled active managers will create value for patient investors. Securities offered through Touchstone Securities, Inc. member FINRA/SIPC, a member of Western & Southern Financial Group, Inc. ("WSFG"). The views posted on this site are my own and do not represent the positions, strategies, or opinions of WSFG or its member companies. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Touchstone Securities, Inc. and have not been reviewed or verified by Touchstone Securities, Inc. as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third part sites, or of the products, services, or information offered by any third parties.
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Cincinnati, Ohio Area
Liaise with Business Development team, Product Management, Research, and asset managers to provide enhanced product knowledge and drive sales. Partner with the sales team to develop and implement strategies to serve existing and prospective clients, with an emphasis on client retention, cross-selling and new business. Provide market intelligence on.
Applied quantitative and qualitative methodologies to evaluate current and prospective asset managers. Created formal due diligence for North American and U.K.-based managers representing a range of asset classes, including equities across market caps and geographies, fixed income, and alternatives. Subject matter expert on assigned asset managers..
Consulted to company-sponsored retirement plan clients covered under ERISA. Investment consulting to private clients and institutions. First year business development goals were achieved. Coordinated the creation and delivery of client reporting.
Integral member of an Institutional Consulting Group team dedicated to the ERISA market place. Client facing responsibilities included plan design, investment consulting, and enhancing the ERISA plan participant experience. I developed a system to automate and shorten the delivery time of reporting investment plan results for ERISA clients.
Assistant coach to the men's and women's water polo teams.
Other employees you can reach at touchstoneinvestments.com. View company contacts for 100 employees →
Chas Lynam
Colleague at Touchstone InvestmentsNewtown Square, Pennsylvania, United States, United States
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Sharon Karp
Colleague at Touchstone InvestmentsNew York City Metropolitan Area, United States
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Eric Lenahan
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
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Tim Costanza, Cfa
Colleague at Touchstone InvestmentsRaleigh, North Carolina, United States, United States
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Peter Jones
Colleague at Touchstone InvestmentsGreater Cheshire West And Chester Area, United Kingdom
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Heather Hoerst
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
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Paul Kuntne
Colleague at Touchstone InvestmentsUnited States, United States
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Sam Stout
Colleague at Touchstone InvestmentsHinsdale, Illinois, United States, United States
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Beverly Johnson
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
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Mike Lind
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Brian Cheyne, Cfa works for Touchstone Investments.
Brian Cheyne, Cfa is listed as Senior Investment Strategy Specialist at Touchstone Investments.
AeroLeads has found 1 work email signal at @touchstoneinvestments.com for Brian Cheyne, Cfa at Touchstone Investments.
Brian Cheyne, Cfa is based in Cincinnati, Ohio, United States while working with Touchstone Investments.
Brian Cheyne, Cfa has worked for Touchstone Investments, Wachovia Securities, Ubs Financial Services, and Sycamore Community Schools.
Brian Cheyne, Cfa's colleagues at Touchstone Investments include Chas Lynam, Sharon Karp, Eric Lenahan, Tim Costanza, Cfa, and Peter Jones.
You can use AeroLeads to view verified contact signals for Brian Cheyne, Cfa at Touchstone Investments, including work email, phone, and LinkedIn data when available.
Brian Cheyne, Cfa holds Bsba, Finance from Xavier University - Williams College Of Business.
Brian Cheyne, Cfa is listed with skills including I Am Currently Prohibited From Adding Skills To My Profile.
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