Damon Barglow
Portfolio Manager with expertise in investments, relationship management and business development
- Role
- Senior Investment Advisor at PNC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Damon Barglow
Senior Portfolio Manager skilled in investment research, asset allocation, relationship management, portfolio management, business development and financial planning. Specialties: Relationship managementInvestment managementBusiness developmentPrivate wealth managementInvestment ResearchTax efficient location strategiesHealthcare stock selectionAsset allocationSocially responsible investingRisk managementOperational expertise:Workflow improvements impacting trading, portfolio management, presentations and performanceAcquisitionsClient reporting tools
Experience
Senior Investment Advisor
Aug 2022 — Present · Boston, MA, US
Education
University of Wisconsin-Madison
Bachelor of Science (B.S.)
1985 — 1991
Northwestern University - Kellogg School of Management
Masters in Management, Finance and Marketing
1995 — 1997
Skills
- Asset Allocation
- Risk Management
- Portfolio Management
- Hedge Funds
- Fixed Income
- Wealth Management Services
- Financial Risk
- Asset Management
- Investment Management
- Business Development
- Wealth Management
- Equities
- Healthcare Stock Research
- Industrial Stock Research
- Certified Financial Planner
- Securities
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Socially Responsible Investing
- Equity Research
- Investments
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