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Anna Esoda
Gestionnaire de Portefeuille-Actions chez
Sage Mountain Advisors LLC
Profil
Ms. Anna Reid Esoda, CFA, is a Vice President of Portfolio Management at Sage Mountain Advisors LLC.
She has over 10 years of experience in the financial services industry.
Prior to joining the team, Ms. Esoda was a Senior Client Transition Manager at SignatureFD.
She graduated from the University of North Carolina at Chapel Hill in 2012 with a degree in Business Administration.
Postes actifs de Anna Esoda
| Sociétés | Poste | Début |
|---|---|---|
Sage Mountain Advisors LLC
 Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain primarily allocates client assets among various mutual funds, exchange traded funds (ETFs), real estate investment trusts (REITs) and independent investment managers in accordance with their stated investment objectives. The firm focuses on downside risk, and stress tests portfolios using historical and projected asset class returns, risk and correlations to quantify potential losses in periods of market stress. They also analyze portfolios using methods such as Monte Carlo simulation to project future portfolio values over time. | Gestionnaire de Portefeuille-Actions | 01/02/2022 |
Anciens postes connus de Anna Esoda
| Sociétés | Poste | Fin |
|---|---|---|
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Analyst-Equity | 01/01/2022 |
Formation de Anna Esoda
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s). | Finance |
Kenan-Flagler Business School
 Kenan-Flagler Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sage Mountain Advisors LLC
Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain primarily allocates client assets among various mutual funds, exchange traded funds (ETFs), real estate investment trusts (REITs) and independent investment managers in accordance with their stated investment objectives. The firm focuses on downside risk, and stress tests portfolios using historical and projected asset class returns, risk and correlations to quantify potential losses in periods of market stress. They also analyze portfolios using methods such as Monte Carlo simulation to project future portfolio values over time. | Finance |
