Tonny Navarro

Senior Investment Manager @Merrill Lynch

Greenwich, CT, US

As the Chief Investment Officer and Investment Committee Chair for the Erdmann Group, I am responsible for driving the teams overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. My focus is to ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Key Roles & Responsibilities• Lead the portfolio construction process by leveraging a fundamental understanding of asset allocation and manager implementation, across traditional and alternative asset classes.• Attend client & prospect meetings to present the team’s asset allocation & portfolio construction recommendations as well as the team’s current views on the economy and the financial market.• Develop thematic, tactical asset allocation guidance based on current macroeconomic environment and market dynamics; collaborate closely with investment product groups to translate such narratives into tangible portfolio implementation decisions

University of Connecticut

MBA, Finance

Georgetown University McDonough School of Business

Master of Science - MS, Finance

Sacred Heart University

B.S, Finance