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
Finance & AccountingView LinkedIn profile

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

  1. Senior Investment Advisor

    PNC

    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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Damon Barglow — Senior Investment Advisor at PNC in Boston, MA, US | Unifers