John Edward Wolfsberg

Head-Fixed Income Invts chez Centerpoint Advisors LLC

Profil

Mr. John E.
Wolfsberg, CPA, is a Managing Principal at Centerpoint Advisors LLC.
In his role as head of fixed income management, he oversees portfolio construction including, security and/or manager selection, risk analysis and review, and trade execution.
He is a member of the Centerpoint Advisors Investment Committee, and is responsible for the creation of all fixed income commentary alongside Co-Portfolio Manager Mark Barry.
Having a strong understanding of various fixed income instruments and the markets allows his to construct portfolios that meet the risk profiles of our clients.
He has over 15 years of institutional fixed income experience and he joined the firm in 2008.
Mr. Wolfsberg financial career began in the public accounting sector culminating as a manager at PWC where he assisted venture capital backed companies going public.
In 1994, he began his investment career at Bear Stearns, where he covered institutional fixed income clients across multiple sectors.
Clients included state funds, insurance companies and money managers nationally with portfolios in excess of $10bn.
He received a Bachelor of Science from Stonehill College where he graduated cum laude.
He also holds a CPA designation.

Postes actifs de John Edward Wolfsberg

Sociétés	Poste	Début
Centerpoint Advisors LLC	Head-Fixed Income Invts	01/05/2008

Formation de John Edward Wolfsberg

Stonehill College, Inc.

Undergraduate Degree