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Profil
Rafael Antonio Villagran formerly worked at Merriman Wealth Management LLC, as Director of Research, Coldstream Capital Management, Inc., as Portfolio Manager from 2016 to 2019, Lehman Brothers Asset Management LLC, as Senior Vice President, Banc of America Capital Management LLC, as Principal, and NWAM LLC, as Portfolio Manager.
Mr. Villagran received his undergraduate degree from Pace University.
Anciens postes connus de Rafael Villagran
| Sociétés | Poste | Fin |
|---|---|---|
NWAM LLC
 NWAM LLC Investment ManagersFinance Northwest Asset Management uses multiple strategies in order to best meet the diverse needs of their clients. The firm generally adheres to the principles of Modern Portfolio Theory, which advocates investing across different asset classes to increase diversity and reduce risk. They recommend a mix of asset classes for client portfolio based on an assessment of client’s long-term financial objectives. | Gestionnaire de Portefeuille-Actions | 01/01/2024 |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Gestionnaire de Portefeuille-Actions | 01/06/2019 |
Banc of America Capital Management LLC
 Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Directeur de la Recherche - Actions | - |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing. | Analyst-Equity | - |
Formation de Rafael Villagran
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis. | Finance |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance For active fixed-income, LBAM's decision-making process incorporates controlled duration decisions, sector decisions, and individual issue valuation decisions. They base interest rate and sector-related investment decisions on our economic growth forecast. The firm uses risk exposure analysis and risk budgeting models to quantify and manage risks associated with strategies that they design to add value relative to the benchmark index. Individual issue selections result from internal research generated by research specialists. They diversify holdings to reduce credit exposure to individual issuers. Eligible investments for core strategies include US dollar denominated investment-grade securities; for core plus strategies the universe of securities expands to include high yield. For passive bond indexing, LBAM seeks to take advantage of risk premiums as they are reflected in individual security prices. These premiums offer compensation for accepting credit and structure risks associated with individual issues. Explicit quantification and control of risks are at the heart of this investment process. The firm uses proprietary risk exposure analysis to analyze yield curve factors and spread-related factors. For each yield curve and spread factor, the portfolio is very closely matched to the index to ensure that the portfolio earns the same return as the index for any change in interest rates or change in sector spreads. Based on internally generated research, they integrate individual issue selections into the portfolio without disrupting the integrity of the portfolio structure. Holdings are diversified to reduce credit exposure to individual issuers. Eligible investments include securities included in the index, plus those that are their equivalents in terms of credit and structure risks. LBAM's high yield bond management decision-making process begins with a macro-economic framework for determining the appropriate portfolio structure according to defensive versus cyclical industries and appropriate quality orientation (between high BB to low B). Once they have established the overall structure, the firm determines specific industry weights and individual issuer selections. Their research analysts focus on identifying securities that exhibit improving credit fundamentals while avoiding those that experience deterioration in their credit quality. LBAM diversifies holdings to reduce credit exposure to individual issuers. Eligible investments include dollar denominated bonds rated below investment-grade including Rule 144A securities and the full range of structures such as pay-in-kind bonds, interest reset bonds and other instruments that are consistent with high yield investing. | Finance |
Banc of America Capital Management LLC
Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
Pace University
 Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NWAM LLC
NWAM LLC Investment ManagersFinance Northwest Asset Management uses multiple strategies in order to best meet the diverse needs of their clients. The firm generally adheres to the principles of Modern Portfolio Theory, which advocates investing across different asset classes to increase diversity and reduce risk. They recommend a mix of asset classes for client portfolio based on an assessment of client’s long-term financial objectives. | Finance |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Finance |
