Portfolio Manager
Current- Responsible for managing, evaluating, and monitoring client investment portfolios- Review, analyze and restructure client portfolios on an ongoing basis through rebalancing, tax loss harvesting, etc. to maintain the account and household objective- Day-to-day investment management activities such as portfolio rebalancing, tax-loss harvesting, all firm trading activities, and ongoing due diligence of funds and fund managers- Research, write, and edit content for the PDS Planning blog. Personal contributions focus on general investment and economic topics- Provide written and verbal communication to client questions regarding individual investments, investment themes, and other investment or investment portfolio topics- Collaborate with Financial Planning advisor teams to provide commentary to client’s for investment performance reviews, portfolio analysis, allocation recommendations and implementation, and follow up to client questions
