Profil
Joel Traver Underwood formerly worked at Ledyard National Bank (Investment Management), as Chief Investment Strategist from 2007 to 2019.
Mr. Underwood received his undergraduate degree from Middlebury College.
Anciens postes connus de Joel Traver Underwood
| Sociétés | Poste | Fin |
|---|---|---|
Ledyard National Bank (Investment Management)
Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard Financial Advisors aims to preserve and enhance their client's wealth. The firm constructs globally diversified portfolios and identifies effective investment solutions that address the distinct requirements of their clients. They buy individual stocks when investing in the US market and in certain international markets. When investing internationally, Ledyard Financial Advisors primarily buys ETFs, country funds, and actively managed funds. Their approach to investing in fixed income securities assesses macroeconomic factors, valuation, price trend and risk. The firm typically buys individual bonds, but they use a managed fund when investing in the high yield sector. | Directeur en chef des Investissements | - |
Formation de Joel Traver Underwood
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Middlebury College
Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ledyard National Bank (Investment Management)
Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard Financial Advisors aims to preserve and enhance their client's wealth. The firm constructs globally diversified portfolios and identifies effective investment solutions that address the distinct requirements of their clients. They buy individual stocks when investing in the US market and in certain international markets. When investing internationally, Ledyard Financial Advisors primarily buys ETFs, country funds, and actively managed funds. Their approach to investing in fixed income securities assesses macroeconomic factors, valuation, price trend and risk. The firm typically buys individual bonds, but they use a managed fund when investing in the high yield sector. | Finance |
















