Profil
Ms. Deborah B. Feldman is President, Director of Wealth Management & Wealth Manager at Leonetti & Associates LLC.
As President of the practice, she shares responsibility with the CEO for implementing the practice’s strategic plan.
In her role as Director of Wealth Management, she oversees the practice’s financial planning and asset allocation processes.
Ms. Feldman joined Leonetti & Associates in 1984.
She has been featured in the Chicago Sun-Times, Wall Street Journal, Chicago Tribune, Money Magazine, Crain’s Chicago Business, Sylvia Porter’s Personal Finance, and other publications.
She has co-authored financial planning articles in the Journal of The American Association of Individual Investors.
She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, an investment advisor representative, and a member of the Financial Planning Association.
Anciens postes connus de Deborah Burkhardt Feldman
| Sociétés | Poste | Fin |
|---|---|---|
Leonetti & Associates LLC
Leonetti & Associates LLC Investment ManagersFinance Leonetti & Associates uses both passive and active investing strategies to create highly integrated and customized investment services, based on clients' unique investment objectives and risk tolerance. The firm invests in both U.S. and international stocks, bonds, mutual funds, exchange-traded vehicles, and alternative investments, when appropriate. Leonetti & Associates builds fixed-income allocations by reviewing various economic factors such as interest rates, economic expectations, and inflation, and then chooses among various categories such as TIPS, government bonds, corporate bonds, municipals, international holdings, and high-yield investment vehicles. Individual corporate bonds are selected based on stable and proven business models, significant market capitalization, sufficient cash flow generation, and manageable debt turnover requirements. Individual municipal securities selections are based on their ability to generate cash to meet ongoing needs and ongoing budget requirements. Exchange-traded products and bond mutual funds are used to take advantage of market situations in which individual securities do not provide enough liquidity or safety to use. Leonetti & Associates builds equity allocations by choosing among various asset classes and sub-classes, including U.S. domestic equities of various capitalization size and style, international holdings, and alternative investments. The equity portion of the portfolio is constructed using a combination of fundamental and technical analysis. This approach is used to identify the state of the markets, measuring the strength of the economy and the individual holdings that will comprise the portfolio. | President | - |
Formation de Deborah Burkhardt Feldman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
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Leonetti & Associates LLC
Leonetti & Associates LLC Investment ManagersFinance Leonetti & Associates uses both passive and active investing strategies to create highly integrated and customized investment services, based on clients' unique investment objectives and risk tolerance. The firm invests in both U.S. and international stocks, bonds, mutual funds, exchange-traded vehicles, and alternative investments, when appropriate. Leonetti & Associates builds fixed-income allocations by reviewing various economic factors such as interest rates, economic expectations, and inflation, and then chooses among various categories such as TIPS, government bonds, corporate bonds, municipals, international holdings, and high-yield investment vehicles. Individual corporate bonds are selected based on stable and proven business models, significant market capitalization, sufficient cash flow generation, and manageable debt turnover requirements. Individual municipal securities selections are based on their ability to generate cash to meet ongoing needs and ongoing budget requirements. Exchange-traded products and bond mutual funds are used to take advantage of market situations in which individual securities do not provide enough liquidity or safety to use. Leonetti & Associates builds equity allocations by choosing among various asset classes and sub-classes, including U.S. domestic equities of various capitalization size and style, international holdings, and alternative investments. The equity portion of the portfolio is constructed using a combination of fundamental and technical analysis. This approach is used to identify the state of the markets, measuring the strength of the economy and the individual holdings that will comprise the portfolio. | Finance |
Illinois State University
Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















