Tom Slefinger

Senior Vice President, Director of Institutional Fixed Income Sales at Alloya Investment Services

Role
Senior Vice President, Director of Institutional Fixed Income Sales at Alloya Investment Services
Location
Wheaton, IL, US
LinkedIn followers
500 followers

About Tom Slefinger

More than 30 years of fixed income portfolio management experience. I have developed and successfully managed various high profile domestic and global fixed income mutual funds. Also extensive expertise in trading and managing virtually all types of domestic and foreign fixed income securities, foreign exchange and derivatives in institutional environments.

Experience

  1. Senior Vice President, Director of Institutional Fixed Income Sales

    Alloya Investment Services

    Jan 2008 — Present · Naperville, IL

    Responsible for advising 600 plus credit unions on optimizing investment portfolio strategies, including yield curve and sectors/ security allocation. Emphasis being placed on optimizing investment portfolio returns consistent with a disciplined A-L framework. Provide daily and weekly market commentary and portfolio strategy via \"Weekly Relative Value\". Also involved in providing informational educational economic and market seminars for members credit unions.

Education

  • University of Maine

    B.S

    1981

Skills

  • Retirement
  • Funding
  • Portfolio Management
  • Securities
  • Strategy
  • Investments
  • Hedge Funds
  • Fixed Income
  • Institutional Investments
  • Asset Managment
  • Alternative Investments
  • Mutual Funds
  • Asset Management
  • Investment Banking
  • Pension Funds
  • Series 7
  • Finance
  • Bonds
  • Investment Advisory
  • Retirement Planning
  • Risk Management
  • Investment Management
  • Financial Analysis
  • Financial Services
  • Leadership
  • Asset Allocation
  • Equities
  • Financial Markets
  • Management
  • Trading

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Tom Slefinger — Senior Vice President, Director of Institutional Fixed Income Sales at Alloya Investment Services in Wheaton, IL, US | Unifers