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Profil
Elizabeth Mary Uhl worked as a Portfolio Manager & Chief Executive Officer at Summit Portfolio Advisors LLC.
Prior to that, she worked as a Financial Planner at Envestnet Asset Management, Inc. and American Express Financial Advisors, Inc. Ms. Uhl received her undergraduate degree from The University of Colorado in 1999.
Anciens postes connus de Elizabeth Mary Uhl
| Sociétés | Poste | Fin |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Corporate Officer/Principal | 31/08/2005 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/12/1999 |
Summit Portfolio Advisors LLC
 Summit Portfolio Advisors LLC Investment ManagersFinance Summit Portfolio Advisors' (SPA) invests client accounts primarily in ETF securities, traded in U.S. markets, and by writing listed covered call options and buying listed put options on all or a substantial portion of the portfolio’s securities. The firm's investment approach is based on 'Collar Investing,' a stock and option strategy that involves buying a stock and collaring that stock with the purchase of a put option and the sale of a covered call option. The strategy seeks to identify opportunities for price arbitrage between stocks and their derivatives and to invest clients' portfolios in stock/collar combinations that offer an attractive risk/reward proposition. In addition to Collar Investing, where the put and call options are derivatives of the purchased stock and expire on the same date, the firm may occasionally employ other collar strategies. Index put or call options may sometimes be substituted for one or both sides of the collar or the expiration dates of the put and call option may sometimes be different. | Directeur Général | - |
Formation de Elizabeth Mary Uhl
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
American Express Financial Advisors, Inc. | |
Summit Portfolio Advisors LLC
Summit Portfolio Advisors LLC Investment ManagersFinance Summit Portfolio Advisors' (SPA) invests client accounts primarily in ETF securities, traded in U.S. markets, and by writing listed covered call options and buying listed put options on all or a substantial portion of the portfolio’s securities. The firm's investment approach is based on 'Collar Investing,' a stock and option strategy that involves buying a stock and collaring that stock with the purchase of a put option and the sale of a covered call option. The strategy seeks to identify opportunities for price arbitrage between stocks and their derivatives and to invest clients' portfolios in stock/collar combinations that offer an attractive risk/reward proposition. In addition to Collar Investing, where the put and call options are derivatives of the purchased stock and expire on the same date, the firm may occasionally employ other collar strategies. Index put or call options may sometimes be substituted for one or both sides of the collar or the expiration dates of the put and call option may sometimes be different. | Finance |
