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Max Andrés Widmer, Cfa is listed as Portfolio Manager at First Merchants PWA at First Merchants Corporation, a company with 748 employees, based in Dublin, Ohio, United States. AeroLeads shows a work email signal at invesco.com and a matched LinkedIn profile for Max Andrés Widmer, Cfa.
Max Andrés Widmer, Cfa previously worked as Portfolio Manager at First Merchants Corporation and Client Portfolio Manager at Invesco Us. Max Andrés Widmer, Cfa holds Cfa Charterholder, Finance from Cfa Institute.
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AeroLeads found 1 current-domain work email signal for Max Andrés Widmer, Cfa. Compare company email patterns before reaching out.
Experienced Client Portfolio Manager with a demonstrated history of working in the investment management industry. Skilled in Negotiation, Business Planning, Securities, Asset Management, and Mutual Funds. Strong finance professional with a CFA Charterholder focused in Finance from CFA Institute.
Listed skills include Alternative Investments, Asset Allocation, Asset Management, Bloomberg, and 24 others.
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Columbus, Ohio, United States
First Merchants Bank (August 2023 – present)Portfolio Manager – Private Wealth Management, Columbus OH- Manage USD165MM of Private Wealth Clients’ assets in core equity and global strategies- Communicate performance to beneficiaries, review and implement investment policy statements, ensure alignment of portfolios with models- Research utilities and.
Atlanta, Georgia, United States
Invesco US (January 2013 – April 2023)Client Portfolio Manager, Systematic and Factor Investing, Risk Parity, Global Macro LS and Commodity Strategies, Atlanta, GA- Manage retail and institutional account client representatives in the US and across Europe communicating the team's strategies, updates and performances- Produce written performance reports for.
Geneva Area, Switzerland
Deutsche Bank (Suisse) (April 2009 - December 2012)Director, Head Investment Management Latin America, Geneva, Switzerland- Manage USD920MM in advisory and discretionary multi-asset strategies- Transition USD165MM of liquidity into recurring revenue generating platforms- Supervise a team of 6 investment managers, focusing on investment themes, selling.
Miami, Florida, United States
UBS International (June 2007-January 2009)Desk Head, UBS I Key Client Coordinator, Miami, FL- Manage Key Client opportunities interfacing between their family offices and UBS I’s specialists and financial advisors- Elaborate and structure Key Client business plans leveraging the firm's resources- Organize, conduct and monitor Business Review Groups (BRG)
Miami, FL - Geneva Switzerland
Merrill Lynch & Co. Inc (January 2003-May 2007) Merrill Lynch Investment Managers, VP, Coral Gables, FL (March 2004-May 2007) and Geneva, Switzerland (January 2003-February 2004)- Manage USD345MM in discretionary U.S. core equity and short term fixed income portfolios- Acquire USD270MM of new proprietary discretionary mandates- Develop, implement and.
Miami
Legg Mason Offshore Funds (June 2001-December 2002)Director Client Services and Sales Manager, offshore client base, Coral Gables, FL- Present and report the proprietary investment platform to institutional clients’ investment committees- Maintain links to fund managers keeping informed about investment strategies, performance and developments- Manage 5.
Miami, Florida, United States
ABN AMRO Bank N.V. (November 1998-May 2001)Investment Product Advisor Private Banking/Private Investments, Miami, FL- Manage USD160MM in discretionary multi-asset portfolios for high net-worth Latin American clients- Provide Latin American advisory clients with strategic investment solutions - Support and train private banking staff in new investment.
New York, NY And Zurich Switzerland
Credit Suisse Group (June 1988 – October 1998)Investment Product Advisor Latin American Private Banking, New York, NY (May 1997 – October 1998) and Zurich, Switzerland (June 1988 – April 1997)- Provide Latin American advisory clients with strategic investment solutions - Co-manage USD120MM in discretionary multi-asset portfolios for high net-worth offshore.
Other employees you can reach at firstmerchants.com. View company contacts for 748 employees →
David Benjamin
Colleague at First Merchants CorporationWayne, Pennsylvania, United States, United States
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Gregory Lentz
Colleague at First Merchants CorporationIndianapolis, Indiana, United States, United States
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Trinity Smiley
Colleague at First Merchants CorporationMuncie, Indiana, United States, United States
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Lesli Salma
Colleague at First Merchants CorporationEvansville, Indiana, United States, United States
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Kaylee Beaty
Colleague at First Merchants CorporationMuncie, Indiana, United States, United States
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Kimberly Rupp
Colleague at First Merchants CorporationLafayette, Indiana Metropolitan Area, United States
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Treva Bailey
Colleague at First Merchants CorporationAlexandria, Indiana, United States, United States
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Connor T. Stroke
Colleague at First Merchants CorporationIndianapolis, Indiana, United States, United States
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Samantha Grim
Colleague at First Merchants CorporationMuncie, Indiana, United States, United States
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Larry Weaver
Colleague at First Merchants CorporationIndianapolis, Indiana, United States, United States
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Activities and Societies: Miami Society of Financial Analysts
Quick answers generated from the profile data available on this page.
Max Andrés Widmer, Cfa works for First Merchants Corporation.
Max Andrés Widmer, Cfa is listed as Portfolio Manager at First Merchants PWA at First Merchants Corporation.
AeroLeads has found 1 work email signal at @invesco.com for Max Andrés Widmer, Cfa at First Merchants Corporation.
Max Andrés Widmer, Cfa is based in Dublin, Ohio, United States while working with First Merchants Corporation.
Max Andrés Widmer, Cfa has worked for First Merchants Corporation, Invesco Us, Deutsche Bank (Suisse), Ubs International, and Merrill Lynch.
Max Andrés Widmer, Cfa's colleagues at First Merchants Corporation include David Benjamin, Gregory Lentz, Trinity Smiley, Lesli Salma, and Kaylee Beaty.
You can use AeroLeads to view verified contact signals for Max Andrés Widmer, Cfa at First Merchants Corporation, including work email, phone, and LinkedIn data when available.
Max Andrés Widmer, Cfa holds Cfa Charterholder, Finance from Cfa Institute.
Max Andrés Widmer, Cfa is listed with skills including Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Planning, Banking, Capital Markets, and Derivatives.
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