Christopher Lai, Cfa

Christopher Lai, Cfa Email and Phone Number

Portfolio Manager at Ascent Wealth Partners, LLC @
Christopher Lai, Cfa's Location
New York Mills, New York, United States, United States
Christopher Lai, Cfa's Contact Details

Christopher Lai, Cfa personal email

About Christopher Lai, Cfa

Results-driven, bilingual investment manager whose accomplishments reflect proficiency in investments, portfolio and risk management. Possesses a wide breadth of financial experience in equities and derivatives research and trading, fixed income investments, and corporate finance. Highly adept at identifying and evaluating investment opportunities alongside underlying market trends. Strong comprehension of global macroeconomics and its interactions, with superior familiarity with the U.S, European and Asian markets. Knowledgeable of high net-worth and institutional asset allocation and portfolio risk metrics. Work Experience:Ascent Wealth Partners (2011 - Present): Portfolio ManagerStrategic Financial Services (2008 - 2011): Portfolio Manager, AnalystEducation:Chartered Financial Analyst M.A. Financial EconomicsB.A Materials EngineeringSpecialties: Financial Analysis | Portfolio Management | Equities Research | Fixed Income Investments | Options Strategies | Securities Valuation | End-Market Analysis | Risk Management | Asset Allocation | Corporate Finance

Christopher Lai, Cfa's Current Company Details
Ascent Wealth Partners, LLC

Ascent Wealth Partners, Llc

Portfolio Manager at Ascent Wealth Partners, LLC
Christopher Lai, Cfa Work Experience Details
  • Ascent Wealth Partners, Llc
    Portfolio Manager
    Ascent Wealth Partners, Llc Sep 2011 - Present
    Manager of Global Growth Strategy; co-manager of Dividend Focus Strategy; directs retirement plan investments; directs fund-of-funds strategy; short put and covered call options strategy; fixed income investments; macroeconomics.
  • Strategic Financial Services
    Portfolio Manager
    Strategic Financial Services Jul 2011 - Sep 2011
    Portfolio manager of Equity Income strategy and macroeconomics specialist.
  • Strategic Financial Services
    Portfolio Analyst
    Strategic Financial Services Jan 2008 - Jul 2011

Christopher Lai, Cfa Skills

Equities Options Portfolio Management Valuation Investments Asset Allocation Fixed Income Trading Derivatives

Christopher Lai, Cfa Education Details

  • Cfa Institute
    Cfa Institute
    Investment Management
  • University At Buffalo
    University At Buffalo
    Financial Economics
  • Nanyang Technological University Singapore
    Nanyang Technological University Singapore
    Materials Science And Engineering

Frequently Asked Questions about Christopher Lai, Cfa

What company does Christopher Lai, Cfa work for?

Christopher Lai, Cfa works for Ascent Wealth Partners, Llc

What is Christopher Lai, Cfa's role at the current company?

Christopher Lai, Cfa's current role is Portfolio Manager at Ascent Wealth Partners, LLC.

What is Christopher Lai, Cfa's email address?

Christopher Lai, Cfa's email address is ch****@****msn.com

What schools did Christopher Lai, Cfa attend?

Christopher Lai, Cfa attended Cfa Institute, University At Buffalo, Nanyang Technological University Singapore.

What skills is Christopher Lai, Cfa known for?

Christopher Lai, Cfa has skills like Equities, Options, Portfolio Management, Valuation, Investments, Asset Allocation, Fixed Income, Trading, Derivatives.

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