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Eric Weigel is listed as Investment Strategist | Retirement Architect | Author & Speaker | Board Member | Latino Advocate at Retire With Possibilities, based in Boston, Massachusetts, United States. AeroLeads shows phone signal with area code 617, 508 and a matched LinkedIn profile for Eric Weigel.
Eric Weigel previously worked as Managing Partner at Retire With Possibilities and Managing Partner at Global Focus Capital, Llc. Eric Weigel holds Mba, Finance from The University Of Chicago Booth School Of Business.
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Investment Professional with proven portfolio management (equity and asset allocation), sustainable investments and global macro research experienceExtensive marketing and sales experience including digital strategiesRecognized as a creative and conceptual thinker with superior analytical and people management skills. Able to immediately impact an organization at the investment, sales, and business levels. Strengths include:• In-depth knowledge of a wide variety of investment strategies (traditional and alternative), instruments (including derivatives), capital market environments, and client types• Sustainable/ESG investment research and portfolio management approaches• Capital market assessment, asset allocation structuring, and corresponding implementation strategy • Modeling and evaluation of securities and broad asset classes from both a fundamental and quantitative perspective • Communication of salient investment strategy points (written and oral forms)• Designing, implementing, and representing new investment capabilities and strategies• Building, managing, and motivating teams of investment professionals Fluent in Spanish and English. Hispanic background.
Listed skills include Hedge Funds, Equities, Portfolio Management, Asset Allocation, and 36 others.
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Boston, Massachusetts, US
Retire With Possibilities is all about helping people find enjoyment and fulfillment in retirement. It helps people clarify what is important to them and what they want to get out of their next phase in life. It deals with the financial as well as non-financial aspects of retirement.
Global Focus Capital is a minority-owned global equity and tactical asset allocation research and consulting company. We provide ongoing capital market research and ESG advice, as well as overall portfolio structuring and risk management services. We also act as a subadvisor to both traditional as well as alternative investment strategies.
Summit, NJ, US
Braintree, Massachusetts, US
Managing the LHC institutional investment effort and research content creation strategies. Actively involved in business generation efforts. Activities involve structuring client portfolios using asset allocation and stock selection approaches including ESG strategies.
Wealth Management firm integrating financial planning, trust and estates, tax planning and investment management. We strive for institutional quality and best practices for all of our investors. Our investment portfolios are fully global in nature and incorporate socially responsible principles.Our PROACTIVE approach to managing your wealth and financial.
Led firm's weekly asset allocation committee. Lead manager for a multi-asset class tactical asset allocation portfolio using physicals, ETF's and futures encompassing traditional and alternative assets. Managed the equity strategy component (global bench).Also, ran three funded ETF-only strategies available as separate accounts.Responsible for launching a.
Co-managed a 5 star structured global equity portfolio as well as led the research effort for enhancing the stock selection methodology. Restructured the approach to more clearly identify fundamental drivers of the strategy.Provided firm-wide systematic insights into global capital markets from a bottom-up as well as top-down perspective. Research focused.
Long/Short Headge Fund (LongPoint Partners)Global Asset Allocation / ETF Model Portfolios
Boston, Massachusetts, US
Managed the team of research analysts as well as a variety of portfolios including global 130/30, midcap and large cap growth
Fund of Hedge Funds focused on equity and fixed income alternatives.
Boston, MA, US
Portfolio manager for large, mid and small cap US growth portfoliosHead of Quantitative ResearchStrategy
Head of Global Tactical Asset Allocation / Chancellor LGT
Developed the global TAA models as well as the implementation and management of the GTAA strategy.
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Eric Weigel works for Retire With Possibilities.
Eric Weigel is listed as Investment Strategist | Retirement Architect | Author & Speaker | Board Member | Latino Advocate at Retire With Possibilities.
AeroLeads has found 6 phone signal(s) with area code 617, 508 for Eric Weigel at Retire With Possibilities.
Eric Weigel is based in Boston, Massachusetts, United States while working with Retire With Possibilities.
Eric Weigel has worked for Retire With Possibilities, Global Focus Capital, Llc, Etf Managers Group (Etfmg), Little House Capital, and Insight Financial Strategists Llc.
You can use AeroLeads to view verified contact signals for Eric Weigel at Retire With Possibilities, including work email, phone, and LinkedIn data when available.
Eric Weigel holds Mba, Finance from The University Of Chicago Booth School Of Business.
Eric Weigel is listed with skills including Hedge Funds, Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, and Fixed Income.
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