Jr Tippo Email & Phone Number

Reno, Nevada, United States

Los Angeles Metropolitan Area

San Francisco Bay Area

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.

San Francisco Bay Area

Style Research is recognized as an industry-standard, collaborative portfolio communications platform. With a focus on the most intuitive, approachable style factors, Style Research makes it easy for fund managers, asset owners and investment consultants to form clear insights, agree on the drivers of portfolios, and eliminate vague or unclear methodologies for investment analysis.Style Research analysis and reporting principles have achieved industry-wide acceptance and are recognized as objective and transparent global standards for holdings-based portfolio Style, Risk and Performance appraisal.Style Research balances comprehensive, in-depth, analytics with objective and transparent insights which are easy to use, and which can be communicated not only between investment professionals, but also to their clients and intermediaries. Our objective and comprehensive holdings-based approaches to Style and Risk analysis also respond directly to the increasing demand for best practices in manager due diligence and to the increasing fiduciary responsibility required of investment professionals.

San Francisco Bay Area

I am responsible for business development of Bloomberg's Enterprise Buy-Side Solution. This suite of applications provides multi-asset class portfolio attribution and risk analysis, portfolio and risk management, trade execution and settlement as well as compliance functionality. My clients are hedge funds, institutional money mangers, and government agencies. Bloomberg's Enterprise Solution provides these clients with a value-added product and service that supports the investment activities of each role within an organization.

Acted as Strategist, Trader and Software Developer for an emerging provider of web-based software that automated the investment management process for financial advisors. Services included strategy construction and maintenance, tax-sensitive portfolio optimization, order execution, and back-office automation.

Analyzed micro-cap companies and provided institutional research reports to money managers and hedge funds. Solicited equity order flow based on research recommendations.

Head of seperate accounts desk. Managed 14 traders and over $7B in client assets. Co-managed Focus equity portfolio and Govt/Corp fixed income portfolio.

Mba, Investment Management

Investment Management concentration

Bs, International Business, Finance

B.S. Business Adminstation