Ethan Somers

Directeur de la Recherche - Actions chez Baystate Wealth Management LLC

Profil

Mr. Ethan M.
Somers, CFA, is a Director of Portfolio Research & Management at Mariner Managed Account Solutions LLC.
He serves as a key contributor to the firm’s active portfolio positioning.
He brings a multi-asset discipline with a primary focus on the global equity and fixed income markets.
In this role, he utilizes a fundamental, top-down approach informed by macroeconomic, quantitative, and qualitative frameworks.
His objective is to add value to the firm’s asset allocation strategies in the form of downside risk mitigation and superior risk adjusted returns.
He pursues these objectives by seeking to uncover and capitalize on gaps between the fundamental macroeconomic environment and what is currently priced into asset markets.
By taking advantage of both episodic event-driven market opportunities and longer-term mispricing opportunities, consistent with the firm’s investment philosophy, He has added value to the firm’s investment strategies over the last several years.
He has over decade of experience & came into this role after serving as the firm’s Senior Market Strategist.
He was formerly the Director of the Investment Department at Baystate Financial Services, before joining Baystate Wealth as an Analyst in 2016.
He is a CFA charterholder, and passed all three levels on his first attempt.
He graduated from the University of Denver’s Daniels College of Business in 2011, with a Bachelor of Science in Business Administration (BSBA).

Postes actifs de Ethan Somers

Sociétés	Poste	Début
Baystate Wealth Management LLC	Directeur de la Recherche - Actions	01/01/2025