Profil
Diane Englert Christian is the founder of Optimum Growth Advisors LLC, which was founded in 1996.
She held the title of Managing Partner from 2001 to 2010.
Ms. Christian's former jobs include Director of Investments at ACG Wealth, Inc. from 2013 to 2017, and Principal at Shearson Lehman Bros., Inc., E.
F.
Hutton & Co., and Senior Vice President at United States Trust Co., NA. Ms. Christian received her undergraduate degree from Boston College in 1985.
Anciens postes connus de Diane Englert Christian
| Sociétés | Poste | Fin |
|---|---|---|
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Director of Investments | 08/11/2017 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services | Corporate Officer/Principal | - |
E. F. Hutton & Co.
E. F. Hutton & Co. Investment Banks/BrokersFinance Provides Brokerage Services | Corporate Officer/Principal | - |
Optimum Growth Advisors LLC
Optimum Growth Advisors LLC Investment ManagersFinance Optimum Growth Advisors (OGA) implements their clients' investment objectives through asset allocation. They manage portfolios of all equity securities, balanced portfolios containing both equity and fixed-income securities and portfolios of all fixed-income securities. Investments in fixed-income securities are made in US Treasury notes, bonds and AA or higher municipal bonds. They also utilize preferred equities with dividend yields to enhance the fixed-income allocation. OGA's investment philosophy is based on the idea of buy and hold. They seek to invest in the best companies that are in the process of defining their industries and leading them into the future. OGA places a strong emphasis on earnings growth rates and the quality of management. They take a long-term view to investing with a time horizon of 3 to 5 years. They seek to own the growth leaders of today and invest in the growth leaders of tomorrow. OGA looks for companies that are defining their markets and are not dictated by them, that are in the expanding phase of their growth cycle, are industry leaders, have superior management and have strong financials (low debt, earnings-to-growth driven). OGA will sell when anticipated earnings growth falls below the targeted real rate of return of the company, when the company is no longer in the expansion phase of the earnings cycle and when ongoing portfolio evaluation and investing in new growth areas require that holdings in a fully invested portfolio be reduced. | Fondateur | - |
Formation de Diane Englert Christian
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 | 6 |
|---|---|
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services | Finance |
Optimum Growth Advisors LLC
Optimum Growth Advisors LLC Investment ManagersFinance Optimum Growth Advisors (OGA) implements their clients' investment objectives through asset allocation. They manage portfolios of all equity securities, balanced portfolios containing both equity and fixed-income securities and portfolios of all fixed-income securities. Investments in fixed-income securities are made in US Treasury notes, bonds and AA or higher municipal bonds. They also utilize preferred equities with dividend yields to enhance the fixed-income allocation. OGA's investment philosophy is based on the idea of buy and hold. They seek to invest in the best companies that are in the process of defining their industries and leading them into the future. OGA places a strong emphasis on earnings growth rates and the quality of management. They take a long-term view to investing with a time horizon of 3 to 5 years. They seek to own the growth leaders of today and invest in the growth leaders of tomorrow. OGA looks for companies that are defining their markets and are not dictated by them, that are in the expanding phase of their growth cycle, are industry leaders, have superior management and have strong financials (low debt, earnings-to-growth driven). OGA will sell when anticipated earnings growth falls below the targeted real rate of return of the company, when the company is no longer in the expansion phase of the earnings cycle and when ongoing portfolio evaluation and investing in new growth areas require that holdings in a fully invested portfolio be reduced. | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E. F. Hutton & Co.
E. F. Hutton & Co. Investment Banks/BrokersFinance Provides Brokerage Services | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Finance |
















