Julien Coudert, Cfa Email & Phone Number

Asset manager & Investment advisorI started my career as an equity and fixed income asset manager. Learning as a junior fund manager I quickly became responsible for the complete investment process over three equity and fixed income mutual funds. Managing through a top-down approach over broad markets (Europe, US, and Japan), I acquired a very cross-asset knowledge of companies, countries and general asset allocation and portfolio management.Along with my duty as a fund manager I also worked as a portfolio management advisor for private clients of BBR Rogier and became a CFA Charterholder and active member of the CFA Society France, which I helped as a volunteer, one year as a board member, and two years as treasurer.In 2013 I left BBR Rogier after 8 years to start my own private wealth and asset management advisory company, Compagnie Saint Eusice, with the will to move to an independent advise, which means been paid exclusively by my clients. Five years after its creation the company has grown, with confidence from its initial clients, traction from its innovative services and value from its proprietary information systems.In summer 2018 I created and moved to a new company with @philippemaupas. This company, Alpha & K, which stands on the shoulder of my previous project, is also an independent, fiduciary financial advisory. We now help together our private and institutional investors on three domains: investments & asset management, financial education, and financial engineering.I live in France, am married and we have four boys.

Listed skills include Portfolio Management, Fixed Income, Equities, Mutual Funds, and 21 others.