James Grefenstette
- Role
- Senior Portfolio Manager at Djm Financial Northwestern Mutual Private Client Group
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Portfolio Manager
Djm Financial Northwestern Mutual Private Client Group
May 2019 — Present
Developed the firm\'s investment management process, philosophy and products,* Maintain and adjust clients\' portfolios, according to changes in the firm\'s view of the investment opportunities and developments in the clients\' goals and objectives,* Work with Advisors to update clients and market to prospects.
Skills
- Fixed Income
- Investments
- Asset Management
- Valuation
- Securities
- Finance
- Wealth Management
- Investment Management
- Alternative Investments
- Investment Advisory
- Global Macro
- Portfolio Management
- Hedge Funds
- Trading
- Equity Research
- Bloomberg
- Series 7
- Equities
- Asset Allocation
- Mutual Funds
- Series 63
- Investment Strategies
- Etfs
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