Profil
Frank Christopher Poerio worked as an Investment Analyst at Citigroup Global Markets, Inc. and as a Senior Research Analyst at Asset Alliance Advisors, Inc. He also worked as an Equity Research Associate at Canaccord Genuity, Inc. and as an Equity Derivative Strategist at Stifel, Nicolaus & Co., Inc. Additionally, he worked as an Equity Research Consultant at Leerink Partners LLC and Northland Securities, Inc. Prior to his career in finance, he earned an undergraduate degree from Fairfield University in 2000.
Anciens postes connus de Frank Christopher Poerio
| Sociétés | Poste | Fin |
|---|---|---|
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Stratège de marché | 01/04/2019 |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/07/2014 |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/07/2013 |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/01/2013 |
Asset Alliance Advisors, Inc.
Asset Alliance Advisors, Inc. Investment ManagersFinance Asset Alliance Advisors recommends various investment vehicles to their clients including hedge fund single-manager and multi-manager products, which may invest in a wide range of securities and other instruments. These investments may include equities, equity related securities, bonds, convertible bonds, other fixed-income securities and related instruments (including bank loans and insurance loans, or other forms of indebtedness such as trade indebtedness) forward contracts, currencies, debentures, convertible securities, derivatives (including interest rate and currency swaps and mortgage-backed obligations) and money market obligations. The investments Asset Alliance recommends are predominantly publicly traded securities (although they also may make investments in privately placed securities) and may use leverage, short sales and options on stock indices or individual companies. The firm employs various investment strategies for their clients and products. Asset Alliance generally seeks to create diversified portfolios with allocations to various asset classes and investment managers that employ a variety of investment strategies across multiple geographies. Their methods of analysis are quantitative and qualitative in nature and vary by each strategy and manager for funds managed. Asset Alliance typically seeks investment managers they believe will deliver attractive risk adjusted returns over the investment horizon based on a quantitative and qualitative assessment of the managers track record, investment strategy and investment methodology. Asset Alliance may perform qualitative peer analysis comparisons of each manager and also perform quantitative analysis including optimization analysis to build a portfolio of various managers and instruments. The firm seeks diversification in the types of securities selected for investment. Certain investments may be illiquid and/or not have a ready market to sell. | Analyst-Equity | 31/01/2009 |
Formation de Frank Christopher Poerio
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 | 8 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Asset Alliance Advisors, Inc.
Asset Alliance Advisors, Inc. Investment ManagersFinance Asset Alliance Advisors recommends various investment vehicles to their clients including hedge fund single-manager and multi-manager products, which may invest in a wide range of securities and other instruments. These investments may include equities, equity related securities, bonds, convertible bonds, other fixed-income securities and related instruments (including bank loans and insurance loans, or other forms of indebtedness such as trade indebtedness) forward contracts, currencies, debentures, convertible securities, derivatives (including interest rate and currency swaps and mortgage-backed obligations) and money market obligations. The investments Asset Alliance recommends are predominantly publicly traded securities (although they also may make investments in privately placed securities) and may use leverage, short sales and options on stock indices or individual companies. The firm employs various investment strategies for their clients and products. Asset Alliance generally seeks to create diversified portfolios with allocations to various asset classes and investment managers that employ a variety of investment strategies across multiple geographies. Their methods of analysis are quantitative and qualitative in nature and vary by each strategy and manager for funds managed. Asset Alliance typically seeks investment managers they believe will deliver attractive risk adjusted returns over the investment horizon based on a quantitative and qualitative assessment of the managers track record, investment strategy and investment methodology. Asset Alliance may perform qualitative peer analysis comparisons of each manager and also perform quantitative analysis including optimization analysis to build a portfolio of various managers and instruments. The firm seeks diversification in the types of securities selected for investment. Certain investments may be illiquid and/or not have a ready market to sell. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Leerink Partners LLC
Leerink Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fairfield University
Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Collins Stewart LLC
Collins Stewart LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
















