Christopher Lai, Cfa work email
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Christopher Lai, Cfa personal email
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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
Ascent Wealth Partners, Llc
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Portfolio ManagerAscent Wealth Partners, Llc Sep 2011 - PresentManager 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.
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Portfolio ManagerStrategic Financial Services Jul 2011 - Sep 2011Portfolio manager of Equity Income strategy and macroeconomics specialist.
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Portfolio AnalystStrategic Financial Services Jan 2008 - Jul 2011
Christopher Lai, Cfa Skills
Christopher Lai, Cfa Education Details
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Cfa InstituteInvestment Management -
University At BuffaloFinancial Economics -
Nanyang Technological University SingaporeMaterials 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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