Profil
Mr. Craig A. Birk is a Chief Investment Officer at Personal Capital Advisors Corp.
and at Personal Capital Corp.
He leads the Personal Capital Advisors Investment Committee, focused on translating improvements in technology into better financial lives.
He has been widely quoted in the financial media.
Prior to Personal Capital Advisors, he held a senior portfolio management position at Fisher Investments.
Anciens postes connus de Craig Alan Birk
| Sociétés | Poste | Fin |
|---|---|---|
Personal Capital Advisors Corp.
Personal Capital Advisors Corp. Investment ManagersFinance PCA’s investment analysis emphasizes asset allocation research and portfolio diversification techniques over individual security analysis. Their security analysis methods include sampling and screening baskets of securities, correlation analysis, fundamental analysis and cyclical analysis. PCA’s Investment Committee acts as Portfolio Manager(s) for their wrap fee program. It is dedicated to constructing and maintaining strategic investment portfolios. This includes portfolio construction, security selection, portfolio monitoring, and trade oversight. | Directeur en chef des Investissements | 03/04/2023 |
Empower Personal Wealth LLC
Empower Personal Wealth LLC Information Technology ServicesTechnology Services Provides technology services and develops financial tools | Directeur en chef des Investissements | - |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Directeur de Recherche - Fxd Inc | 28/02/2009 |
Formation de Craig Alan Birk
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy. | Finance |
University of California San Diego
University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Empower Personal Wealth LLC
Empower Personal Wealth LLC Information Technology ServicesTechnology Services Provides technology services and develops financial tools | Technology Services |
Personal Capital Advisors Corp.
Personal Capital Advisors Corp. Investment ManagersFinance PCA’s investment analysis emphasizes asset allocation research and portfolio diversification techniques over individual security analysis. Their security analysis methods include sampling and screening baskets of securities, correlation analysis, fundamental analysis and cyclical analysis. PCA’s Investment Committee acts as Portfolio Manager(s) for their wrap fee program. It is dedicated to constructing and maintaining strategic investment portfolios. This includes portfolio construction, security selection, portfolio monitoring, and trade oversight. | Finance |
















