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Profil
Kevin J.
Zuch worked as a Trader & Research Analyst at Hokanson Associates, Inc. from 2012 to 2015.
Prior to that, he worked as a Financial Analyst at Parametric Portfolio Associates LLC from 2005 to 2007.
He also worked as a Research Analyst & Trader at Aspiriant LLC.
Mr. Zuch earned an undergraduate degree from American InterContinental University System, Inc. in 2007.
Anciens postes connus de Kevin J. Zuch
| Sociétés | Poste | Fin |
|---|---|---|
Hokanson Associates, Inc.
 Hokanson Associates, Inc. Investment ManagersFinance Hokanson Associates' investment process seeks to identify major trends such as demographic shifts or changes in the way people and businesses interact. The firm then attempts to identify which industries are the most likely to benefit from such trends. Hokanson Associates looks to single out the best-managed, best-positioned companies within those industries. The firm employs a disciplined sell strategy that is designed to limit potential losses and to take profits when appropriate. Though not limited by sector, Hokanson Associates tends to invest in the stocks of companies in the healthcare technology, finance, technology services and producer manufacturing sectors. The firm invests globally, across all market-caps. Hokanson Associates maintains a medium turnover rate. Government, corporate and municipal bonds are selected for their clients who seek current disposable income and further asset diversification. Hokanson Associates diversifies bond holdings by industry and maturity, seeking the best combination of after-tax yield and credit quality to achieve clients' objectives. | Analyst-Equity | 31/12/2015 |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Corporate Officer/Principal | 01/06/2007 |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Analyst-Equity | - |
Formation de Kevin J. Zuch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
31
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Hokanson Associates, Inc.
Hokanson Associates, Inc. Investment ManagersFinance Hokanson Associates' investment process seeks to identify major trends such as demographic shifts or changes in the way people and businesses interact. The firm then attempts to identify which industries are the most likely to benefit from such trends. Hokanson Associates looks to single out the best-managed, best-positioned companies within those industries. The firm employs a disciplined sell strategy that is designed to limit potential losses and to take profits when appropriate. Though not limited by sector, Hokanson Associates tends to invest in the stocks of companies in the healthcare technology, finance, technology services and producer manufacturing sectors. The firm invests globally, across all market-caps. Hokanson Associates maintains a medium turnover rate. Government, corporate and municipal bonds are selected for their clients who seek current disposable income and further asset diversification. Hokanson Associates diversifies bond holdings by industry and maturity, seeking the best combination of after-tax yield and credit quality to achieve clients' objectives. | Finance |
American InterContinental University System, Inc.
 American InterContinental University System, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric utilizes structured, mathematical and rules-based methods of analysis. They have proprietary models and technology that guide their investment decision-making processes. The firm offers a variety of rules-based, risk-managed investment strategies to address their clients' investment objectives. The firm may invest in a wide range of securities and other financial instruments across various asset classes in pursuing their investment strategies. | Finance |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Finance |
