Craig Seidler
Senior Portfolio Strategist
- Role
- Senior Portfolio Strategist at Key Wealth
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Portfolio Strategist
Oct 2023 — Present · Denver, CO, US
I work alongside Key Private Bank relationship managers to provide client service beyond expectations. Taking complex market dynamics and distilling them down to simple, relevant, and relatable \"why does this matter to my portfolio\" concepts is what I enjoy. Positioning clients for financial success is what drives me.
Education
University of Colorado Denver
MBA, Financial Analysis
University of Vermont
BS, Business
Skills
- Equities
- Asset Allocation
- Alternative Assets
- Fixed Income
- Portfolio Management
- Wealth Management
- Trading
- Investments
- Investment Strategies
- Mutual Funds
- Asset Management
- Alternative Investments
- Financial Analysis
- Investment Advisory
- Hedge Funds
- Etfs
- Private Equity
- Municipal Bonds
- Impact Investing
- Socially Responsible Investing
- Separately Managed Accounts
- Options Strategies
- Family Office
- Cash Management
- Series 65
- Esg Investing
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.