Ophelia Barsketis
- Role
- Senior Portfolio Manager, Wealth Management at Northern Trust
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Ophelia Barsketis
As a Senior Portfolio Manager at Northern Trust, I specialize in managing complex…
Experience
Senior Portfolio Manager, Wealth Management
Aug 2021 — Present
Manage book of major revenue producing investment accounts for large and sensitive personal trust relationships and high-net worth individual investors. Leverage proprietary technology to develop customized investment programs and select investment strategies designed to achieve specific investor goals. • Source new business opportunities from clients, COIs, community engagement and personal network; partner with Wealth Advisory Team and Strategists on new investment business. • Develop, recommend, and direct execution of investment programs designed to achieve investment objectives for accounts or family relationships. Review and analyze investment portfolios to develop appropriate asset allocation and select underlying investment strategies. • Analyze and plan overall investment strategy of trust/agency account(s) with continuous revision of account objectives in context of client needs.
Skills
- Team Building
- Modern Portfolio Theory
- Team Management
- Strategic Planning
- Portfolio Management
- M&a Experience
- Investment Strategies
- Investments
- Equities
- Asset Allocation
- Capital Markets
- Asset Management
- Investment Management
- Asset Managment
- Risk Management
- Fixed Income
- Restructuring
- Hedge Funds
- Mergers & Acquisitions
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