Richard Tseng, Cfa

Richard Tseng, Cfa Email and Phone Number

Senior Portfolio Manager | ETF Investment Strategist • Equity and Fixed Income Model Portfolios • Portfolio Construction & Risk Management @ Bank of America Merrill Lynch
charlotte, north carolina, united states
Richard Tseng, Cfa's Location
New York, New York, United States, United States
Richard Tseng, Cfa's Contact Details

Richard Tseng, Cfa work email

Richard Tseng, Cfa personal email

n/a
About Richard Tseng, Cfa

Richard Tseng, Cfa is a Senior Portfolio Manager | ETF Investment Strategist • Equity and Fixed Income Model Portfolios • Portfolio Construction & Risk Management at Bank of America Merrill Lynch. He possess expertise in equities, fixed income, investments, asset allocation, portfolio management and 33 more skills.

Richard Tseng, Cfa's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Senior Portfolio Manager | ETF Investment Strategist • Equity and Fixed Income Model Portfolios • Portfolio Construction & Risk Management
charlotte, north carolina, united states
Website:
bofaml.com
Employees:
23988
Richard Tseng, Cfa Work Experience Details
  • Bank Of America Merrill Lynch
    Managing Director, Chief Investment Office Portfolio Management, Investment Solutions Group
    Bank Of America Merrill Lynch Jul 2010 - Present
    New York, New York
    •Manage and construct over 100 ETF model portfolios including strategic and tactical multi-asset, equity & fixed income strategies used in over 500,000 managed accounts ($100 billion AUM total)•Responsible for portfolio construction, risk management, intra-sector asset allocation and security selection to meet various investment objectives and risk profiles•Assist with launch and maintenance of Merrill Edge Guided Investing portfolios for online investment advisory program (robo-advisor)•Serve as CIO Investment Strategist providing advice & guidance to over 10,000 financial advisor teams on utilizing exchange-traded funds and mutual funds to implement investment solutions and thematic ideas•Present market views, investment ideas and portfolio construction process to high net worth and institutional clients•Review monthly portfolio performance attribution and compute portfolio risk/return metrics
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  • Credit Suisse
    Assistant Vice President, Global Regulatory Risk Group
    Credit Suisse 2007 - 2008
    New York, Ny
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  • Deutsche Bank
    Associate, Financial Accounting Group
    Deutsche Bank 2006 - 2007
    New York, Ny
    View
  • Accenture
    Consultant, Global Business Solutions Group
    Accenture 2003 - 2006
    New York, Ny
    View

Richard Tseng, Cfa Skills

Equities Fixed Income Investments Asset Allocation Portfolio Management Finance Asset Management Investment Management Risk Management Etfs Model Portfolios Wealth Management Bloomberg Morningstar Factset Chartered Financial Analyst Series 7 Series 66 Capital Iq Microsoft Office Product Management Due Diligence Investment Advisory Financial Analysis Optimization Financial Modeling Product Development Performance Reporting Performance Attribution Performance Measurement Equity Research Capital Markets Data Analysis Valuation Microsoft Excel Microsoft Powerpoint Microsoft Word Research

Richard Tseng, Cfa Education Details

Frequently Asked Questions about Richard Tseng, Cfa

What company does Richard Tseng, Cfa work for?

Richard Tseng, Cfa works for Bank Of America Merrill Lynch

What is Richard Tseng, Cfa's role at the current company?

Richard Tseng, Cfa's current role is Senior Portfolio Manager | ETF Investment Strategist • Equity and Fixed Income Model Portfolios • Portfolio Construction & Risk Management.

What is Richard Tseng, Cfa's email address?

Richard Tseng, Cfa's email address is ri****@****aml.com

What schools did Richard Tseng, Cfa attend?

Richard Tseng, Cfa attended New York University - Leonard N. Stern School Of Business, Cornell University, Cornell University.

What skills is Richard Tseng, Cfa known for?

Richard Tseng, Cfa has skills like Equities, Fixed Income, Investments, Asset Allocation, Portfolio Management, Finance, Asset Management, Investment Management, Risk Management, Etfs, Model Portfolios, Wealth Management.

Who are Richard Tseng, Cfa's colleagues?

Richard Tseng, Cfa's colleagues are Cynthia Wong, Sanjay Deshmukh, Arun Sagar, Helen Milesnick, Aj Jakic, Erica Omoletski, Tom Kane.

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