Tom Zottner, Cfa

Tom Zottner, Cfa Email and Phone Number

Experienced investment professional helping wealthy individuals and families protect and grow their wealth @ The Portfolio Strategy Group
white plains, new york, united states
Tom Zottner, Cfa's Location
White Plains, New York, United States, United States
Tom Zottner, Cfa's Contact Details

Tom Zottner, Cfa work email

Tom Zottner, Cfa personal email

n/a
About Tom Zottner, Cfa

Experience includes acting as lead for all due diligence on third party equity managers; co-manage PSG Equity Income portfolio and responsible for sourcing and researching all holdings; analyze financial statements of companies for PSG Bond Taxable bond portfolios; participate in due diligence process for the PSG Fund, a fund of hedge funds, and other alternative assets offerings; panelist at Focus Financials Chief Investment Officer summit.Prior to joining PSG in 2009 was an analyst and Senior Portfolio Manager at AllianceBernstein on over $15 billion of equity assets, and was solely responsible for $250mm municipal bond portfolio.

Tom Zottner, Cfa's Current Company Details
The Portfolio Strategy Group

The Portfolio Strategy Group

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Experienced investment professional helping wealthy individuals and families protect and grow their wealth
white plains, new york, united states
Website:
portfoliostrategygroup.com
Employees:
11
Tom Zottner, Cfa Work Experience Details
  • The Portfolio Strategy Group
    Managing Director
    The Portfolio Strategy Group May 2009 - Present
    White Plains, Ny
    Co-PM, PSG Equity Income- act as primary analyst, build proprietary models, and interface with managements- initiate buys and salesThe PSG Equity Income portfolio is comprised mostly of MLPs, REITs, BDCs and utilities. We try to find companies with a dividend yield + our expected growth in the dividend that will add up to more than 10%. Our firm has run the product in the same manner for over 16 years. Our audited track record, dating back to 12/31/1999, is available upon request.
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  • Alliance Bernstein
    Spm/Analyst
    Alliance Bernstein Mar 2001 - Mar 2009
  • Merrill Lynch
    Registered Client Associate
    Merrill Lynch Feb 1999 - Feb 2001
    View

Tom Zottner, Cfa Skills

Vba Advent Bloomberg Powerpoint Microsoft Excel Morningstar Direct Security Apl Equities Investment Management Alternative Investments Equity Research Junxure

Tom Zottner, Cfa Education Details

Frequently Asked Questions about Tom Zottner, Cfa

What company does Tom Zottner, Cfa work for?

Tom Zottner, Cfa works for The Portfolio Strategy Group

What is Tom Zottner, Cfa's role at the current company?

Tom Zottner, Cfa's current role is Experienced investment professional helping wealthy individuals and families protect and grow their wealth.

What is Tom Zottner, Cfa's email address?

Tom Zottner, Cfa's email address is zo****@****zon.net

What schools did Tom Zottner, Cfa attend?

Tom Zottner, Cfa attended Boston College, Iona Prep.

What skills is Tom Zottner, Cfa known for?

Tom Zottner, Cfa has skills like Vba, Advent, Bloomberg, Powerpoint, Microsoft Excel, Morningstar Direct, Security Apl, Equities, Investment Management, Alternative Investments, Equity Research, Junxure.

Who are Tom Zottner, Cfa's colleagues?

Tom Zottner, Cfa's colleagues are Maritza Rivera, Jacques Boubli, Cfp, Richard Yoken, Peter Yorkes, Natasha Hanan, Cfa, Catherine Nacianceno, Jay Koehler.

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