Andy Read
SVP, AMS Research at Raymond James
- Role
- Senior Vice President, Ams Research at Raymond James
- Location
- Seminole, FL, US
- LinkedIn followers
- 500 followers
About Andy Read
The Raymond James & Associates employee is not acting in their capacity of a financial advisor and as such will not be effecting or attempting to effect transactions in securities or rendering personalized investment advice for compensation. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmCFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Experience
Senior Vice President, Ams Research
Jan 2005 — Present
Investment manager research and due diligence for mutual fund wrap, separate account, and unified managed account investment platforms. Voting member of the firm\'s six person Investment Committee managing our discretionary mutual fund and ETF program assets. Manage team of research analysts.
Education
University of Virginia Darden School of Business
Certificate
2021 — 2022
Cornell University
B.S.
1999 — 2003
Skills
- Due Diligence
- Asset Allocation
- Mutual Funds
- Asset Management
- Equities
- Portfolio Management
- Series 63
- Investment Strategies
- Alternative Investments
- Investment Management
- Wealth Management
- Microsoft Excel
- Capital Markets
- Series 7
- Investments
- Fixed Income
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