![Kristof Stefan Lewicki](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Kristof Stefan Lewicki worked as a Principal at LPL Financial LLC from 2011 to 2011.
He also worked as a Portfolio Manager at Emerald Asset Advisors LLC.
Prior to that, he worked as a Principal at American Express Financial Advisors, Inc. from 1996 to 2004.
Additionally, he was a Managing Member at Kris Lewicki & Associates LLC.
Anciens postes connus de Kristof Stefan Lewicki
| Sociétés | Poste | Fin |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | 31/12/2011 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/12/2004 |
Kris Lewicki & Associates LLC
 Kris Lewicki & Associates LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Emerald Asset Advisors LLC
 Emerald Asset Advisors LLC Investment ManagersFinance Emerald Asset Advisors uses a diversified, multi-manager approach that seeks superior returns independent of market conditions. They offer an alternative to classic stock and bond portfolios that uses no-load or load-waived mutual funds and may also use ETFs, global REITS, shorting credit, emerging markets, stocks, options or other completion strategies. Emerald employs both top-down and bottom-up fundamental analysis, quantitative analysis and technical analysis in their selection process. They offer 3 distinct strategies: hybrid, concentrated equities strategies and global cycle. Emerald's hybrid strategies offer low volatility and low correlation to the broad markets. Emerald uses mutual funds, ETFs and other traditional, highly-liquid investment vehicles that employ hedge fund-like strategies. They seek to deliver a competitive risk-reward profile as compared to absolute return hedge funds, as well as traditional fixed-income strategies. The strategy has a horizon of 3 years or more. Its themes include long/short equity, market neutral equity, merger arbitrage and convertible securities. Emerald's concentrated equities strategy pursues long-term capital growth by investing in a limited number of holdings (typically 30 or less). They attempt to lower portfolio volatility by diversifying among a group of managers. They may also buy short-index securities as a hedge in periods of high market risk. This strategy has a time horizon of 5 years or more. Its themes include contrarian value, high ROE growth, sector rotation and multi-cap. Emerald's global cycle strategy seeks to capitalize on long-term trends and often involves investing in areas of the markets that exhibit high short-term volatility. Though focused on the long-term, they may increase or decrease their position in a particular theme over time. Emerald may also buy short-index securities as a hedge in periods of high market risk. This strategy has a time horizon of 10 years or more. Its themes include India equity, China equity, alternative energy and homeland security. | Membre du Comité d'Investissement | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Emerald Asset Advisors LLC
Emerald Asset Advisors LLC Investment ManagersFinance Emerald Asset Advisors uses a diversified, multi-manager approach that seeks superior returns independent of market conditions. They offer an alternative to classic stock and bond portfolios that uses no-load or load-waived mutual funds and may also use ETFs, global REITS, shorting credit, emerging markets, stocks, options or other completion strategies. Emerald employs both top-down and bottom-up fundamental analysis, quantitative analysis and technical analysis in their selection process. They offer 3 distinct strategies: hybrid, concentrated equities strategies and global cycle. Emerald's hybrid strategies offer low volatility and low correlation to the broad markets. Emerald uses mutual funds, ETFs and other traditional, highly-liquid investment vehicles that employ hedge fund-like strategies. They seek to deliver a competitive risk-reward profile as compared to absolute return hedge funds, as well as traditional fixed-income strategies. The strategy has a horizon of 3 years or more. Its themes include long/short equity, market neutral equity, merger arbitrage and convertible securities. Emerald's concentrated equities strategy pursues long-term capital growth by investing in a limited number of holdings (typically 30 or less). They attempt to lower portfolio volatility by diversifying among a group of managers. They may also buy short-index securities as a hedge in periods of high market risk. This strategy has a time horizon of 5 years or more. Its themes include contrarian value, high ROE growth, sector rotation and multi-cap. Emerald's global cycle strategy seeks to capitalize on long-term trends and often involves investing in areas of the markets that exhibit high short-term volatility. Though focused on the long-term, they may increase or decrease their position in a particular theme over time. Emerald may also buy short-index securities as a hedge in periods of high market risk. This strategy has a time horizon of 10 years or more. Its themes include India equity, China equity, alternative energy and homeland security. | Finance |
American Express Financial Advisors, Inc. | |
Kris Lewicki & Associates LLC
Kris Lewicki & Associates LLC Investment ManagersFinance Provides investment advice | Finance |
