Anthony Shayne Ayers
Analyst-Equity chez SMI Advisory Services LLC
Profil
Mr. Anthony S.
Ayers, CFA, is a Portfolio Manager at SMI Advisory Services LLC.
His duties include researching and selecting the Funds' investments, determining overall allocation among style categories, and trading, subject to the ultimate decision-making authority of the senior portfolio manager.
Mr. Ayers was an Investment Analyst at Oxford Group, Ltd., where he was responsible for performing manager searches and due diligence on various mutual fund portfolio managers specializing in large capitalized growth and value securities, small capitalized growth and value securities, international capitalized securities, and fixed income securities.
Prior to joining Oxford Group, he was a Senior Investment Representative for Charles Schwab, where he assisted high net-worth clients with developing and trading complex option strategies, hedging concentrated portfolios, constructing diversified investment portfolios, risk management, and making individual stock and mutual fund recommendations.
Mr. Ayers graduated from Indiana University with a B.S.
in Finance and he is a CFA charter holder.
Postes actifs de Anthony Shayne Ayers
| Sociétés | Poste | Début |
|---|---|---|
SMI Advisory Services LLC
 SMI Advisory Services LLC Investment ManagersFinance SMI Advisory Services LLC (SMI) is a SEC-registered investment advisor headquartered in Columbia, Indiana. The firm was founded in 2005 and is a subsidiary of Marathon Partners LLC. SMI provides investment advice to individuals and investment companies, manages separate accounts (private accounts) and act as the advisor to the SMI Family of mutual funds, all open-end registered investment companies. | Analyst-Equity | 31/08/2005 |
Anciens postes connus de Anthony Shayne Ayers
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Oxford Group
 Oxford Group Finance/Rental/LeasingFinance Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Formation de Anthony Shayne Ayers
| Indiana University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Oxford Group
Oxford Group Finance/Rental/LeasingFinance Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States. | Finance |
SMI Advisory Services LLC
SMI Advisory Services LLC Investment ManagersFinance SMI Advisory Services LLC (SMI) is a SEC-registered investment advisor headquartered in Columbia, Indiana. The firm was founded in 2005 and is a subsidiary of Marathon Partners LLC. SMI provides investment advice to individuals and investment companies, manages separate accounts (private accounts) and act as the advisor to the SMI Family of mutual funds, all open-end registered investment companies. | Finance |
