Rosario Salamone
Portfolio Manager, Director of Research, Partner
- Role
- Portfolio Manager at Asset Strategy
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager
Jan 2017 — Present · Natick, MA, US
Act as a fiduciary with the highest ethical conduct, following the Code of Professional Responsibility of the Investments & Wealth Institute. Constantly looking for ways to improve the investment process and philosophy. Continually monitor, measure, and challenge the investment strategy to ensure goals and objectives are recognized and proper alignments are in place for 12 strategic models, 1 dynamic model, and 1 tactical model. Incorporate strategies into the portfolio that align with our short, intermediate, and long-term forecasts. Supervise 4-person investment committee. Monitor and advise the investment committee on market trends and events that impact the investment portfolios. Monitor economic news and data releases, and incorporate information into investment management and asset allocation decisions. Analyze portfolio performance, manager performance, attribution, and make recommendations for actions that could improve risk-adjusted performance.
Education
Keller Graduate School of Management of DeVry University
Masters' degree, Accounting & Financial Management - CFA emphasis
2010 — 2012
Yale School of Management
CIMA education provider
Fitchburg State University
Bachelor of Science (BS), Communications/Media
1997 — 2001
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