Philip Bagdade, Cfa Email and Phone Number
Philip Bagdade, Cfa work email
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Philip Bagdade, Cfa personal email
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As an analyst and portfolio manager with an independent investment advisor, I get great satisfaction from devising creative custom solutions to help our clients manage risk and realize their financial goals.
Blue River Capital Management, Llc
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Co-FounderBlue River Capital Management, Llc Nov 2023 - PresentBlue River Capital Management is a registered investment advisor serving clients in all of life's stages. Rather than having an arbitrary account minimum, we learn about where are clients are, where they want to go, and assess whether we can help. We utilize an evidence-based approach to investing that emphasizes efficient diversification in building customized portfolios. We believe transparency (of fees and methodology), discipline, professionalism, and humility are key to building trusting and lasting relationships with our clients. -
Portfolio ManagerBaker Ellis Asset Management Llc Oct 2012 - Jun 2023As a member of the investment committee in a boutique investment advisory firm, I share in a variety of responsibilities. Day-to-day operations include research, portfolio construction and management, monitoring existing and prospective investments, trading, discussing strategy and planning with clients, and cashiering. As a value oriented firm, we search for quality companies that we expect to generate strong cash flow through economic cycles and are selling below our estimate of intrinsic value. This hunt takes us around the world and throughout the market capitalization spectrum. Once identified, I am responsible for implementation. Client objectives, tolerances, and portfolio composition are all measured before making adjustments or introductions of new investment ideas.
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PresidentStudent Athlete Advisory Committee Aug 2010 - May 2012Elected President by my peers to direct meetings and committee operations. Work closely with administration in communicating concerns and day-to-day operations topics on behalf of student-athletes. Coordinate plans to benefit future student-athletes. -
Men'S Golf RepresentativeStudent Athlete Advisory Committee Aug 2010 - May 2012Discuss athletic department operations with administrators and other representatives. Serve as liaison between men's golf team and administration. Organize and engage golf team in community service activities.
Philip Bagdade, Cfa Skills
Philip Bagdade, Cfa Education Details
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University Of Arizona - Eller College Of ManagementFinance
Frequently Asked Questions about Philip Bagdade, Cfa
What company does Philip Bagdade, Cfa work for?
Philip Bagdade, Cfa works for Blue River Capital Management, Llc
What is Philip Bagdade, Cfa's role at the current company?
Philip Bagdade, Cfa's current role is Co-Founder | Chief Compliance Officer | Portfolio Manager | Blue River Capital Management.
What is Philip Bagdade, Cfa's email address?
Philip Bagdade, Cfa's email address is ph****@****llc.com
What schools did Philip Bagdade, Cfa attend?
Philip Bagdade, Cfa attended University Of Arizona - Eller College Of Management.
What are some of Philip Bagdade, Cfa's interests?
Philip Bagdade, Cfa has interest in Capital Markets, Cooking, Skiing, Reading, Golf, Wealth Management, Equity Research.
What skills is Philip Bagdade, Cfa known for?
Philip Bagdade, Cfa has skills like Microsoft Excel, Microsoft Office, Powerpoint, Research, Data Analysis, Time Management, Public Speaking, Financial Analysis, Leadership, Fundraising, Social Media, Event Management.
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