James Grefenstette
Senior Portfolio Manager @Djm Financial Northwestern Mutual Private Client Group
Irvine, CA, US
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WORK HISTORY
May 2019 — Present
Senior Portfolio Manager @Djm Financial Northwestern Mutual Private Client Group
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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 IncomeInvestmentsAsset ManagementValuationSecuritiesFinanceWealth ManagementInvestment ManagementAlternative InvestmentsInvestment AdvisoryGlobal MacroPortfolio ManagementHedge FundsTradingEquity ResearchBloombergSeries 7EquitiesAsset AllocationMutual FundsSeries 63Investment StrategiesEtfs
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