Profil
Mr. Hristo S.
Stefanov is an Investment Director at Cetera Investment Management LLC.
He is primarily responsible for managing Cetera Investment Management’s Portfolio Strategy Group, which provides market insight and portfolio construction guidance.
Mr. Stefanov's role includes generating actionable insight on a variety of broad market topics and on how to implement specific investment styles in investor portfolios.
A major part of his duties involves incorporating the Research team’s overall market outlook into portfolio construction and risk mitigation ideas to be used in Cetera Investment Management’s strategic and tactical asset allocation strategies.
He has more than 15 years of experience in investment oversight, manager selection and monitoring.
Prior to his current role, Mr. Stefanov was responsible for overseeing alternative manager as well as fixed income manager selection and monitoring for the Research team.
He earned his Master of Business Administration with a concentration in Finance from the University of California, Riverside.
He holds the Chartered Financial Analyst®, Chartered Alternative Investment AnalystSM, and Certificate in Investment Performance Measurement™ designations as well as the Series 7 securities registration.
Postes actifs de Hristo S. Stefanov
| Sociétés | Poste | Début |
|---|---|---|
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Tower Square Investment Management Tower Square Investment Management (TSIM) creates, manages, rebalances and reallocates portfolios that consist of but are not limited to stocks, bonds, mutual funds, options, ETFs, closed-end funds, and ADRs. The firm's management style is based on their attitude toward risk management. TSIM seeks to protect their clients' investments and help them grow more effectively. Their goal is to lose less in a “down” market, but this typically means they will not gain as much in an “up” market. TSIM believes that markets change over time. The firm actively researches market movement and adjusts their strategies accordingly. Their diverse strategies give clients access to invest in a variety of asset classes. TSIM's approach allows them to change weightings across industries as they see fit. | Directeur de la Recherche - Actions | 01/06/2015 |
Formation de Hristo S. Stefanov
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of California, Riverside
University of California, Riverside Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American University in Bulgaria
American University in Bulgaria Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Tower Square Investment Management Tower Square Investment Management (TSIM) creates, manages, rebalances and reallocates portfolios that consist of but are not limited to stocks, bonds, mutual funds, options, ETFs, closed-end funds, and ADRs. The firm's management style is based on their attitude toward risk management. TSIM seeks to protect their clients' investments and help them grow more effectively. Their goal is to lose less in a “down” market, but this typically means they will not gain as much in an “up” market. TSIM believes that markets change over time. The firm actively researches market movement and adjusts their strategies accordingly. Their diverse strategies give clients access to invest in a variety of asset classes. TSIM's approach allows them to change weightings across industries as they see fit. | Finance |
















