Portfolio management is a critical skill in today's complex financial markets, balancing risk and reward to maximize returns. Featured.com's curated directory showcases top portfolio managers and investment strategists who have been quoted in leading financial publications, sharing insights on asset allocation, diversification, and market trends. These experts offer invaluable knowledge for crafting robust investment strategies across various asset classes. For publishers and journalists, our directory provides quick access to authoritative sources for articles on wealth management and investment topics. For portfolio management professionals, it's an opportunity to enhance visibility and establish thought leadership in the industry. Whether you're seeking expert commentary for your next financial piece or looking to showcase your expertise, our directory connects you with the right professionals. Explore our portfolio management experts below to elevate your content or expand your professional network.
Showing 20 of 2,395 experts
Portfolio Manager at Shackleton Wealth Management
With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.
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Portfolio Manager at Commons Capital
Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.
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Senior Portfolio Manager at Lycos Asset Management Inc.
I work with you and your family to build your portfolio and develop a stable recurring income for your lifetime and that of your loved ones.We try to make that income tax efficient, so that we have as much after-tax income in your pocket to provide you with a comfortable retirement. For your non-registered monies, we generate tax preferred income through Canadian dividends that receive the dividend tax credit.As an example, there is a family I work with that receives about $100,000 in Canadian dividends every year from their joint account. Of this amount, $50,000 is taxed in each spouse's tax return along with their RRIFs and government pensions. As such, they pay very little taxes and have almost all of that income for their living needs. The dividends are of Canadian companies that are common shares and preferred shares. The common shares are of large dominant businesses with stable earnings enough to fund the dividends; like banks, telecoms, pipelines/utilities, insurance companies, etc.These companies are the type that clients are generally very comfortable with holding. Although the common share prices can fluctuate up and down through time, they have typically paid dividends for more than 50 years and are ones I feel can continue to pay well into the future. In addition to common shares, we hold higher quality Canadian preferred shares to generate tax preferred income and stability to your portfolio.We structure your personal investments to act like a pension. We use a fund to hold up to a year of cash needs. From this fund we take regular monthly withdrawals and automate transfers to your bank account every month. We then scoup up the dividends to top up the fund.As we want you to have a well diversified portfolio, we hold bonds and foreign stocks in tax registered accounts, like an RRSP, RRIF or TFSA.I do more than just managing investments. I provide estate planning to make sure your estate will pass to your spouse, children and other loved ones in a tax efficient way. And through financial planning, we want to make sure your financial situation doesn't get derailed if "life happens".The biggest value some say I provide, is that you and your family have someone who is experienced and knowedgeable in financial matters to help you, your spouse and children (especially after you have passed away) throughout your lives.I look forward to hearing from you:Office Tel: 604-288-2083Toll free: 1-855-855-9267 Extension 2Office Email: steve@lycosasset.comKindest regards,Steve Nyvik, BBA, MBA, CIM, CFP, R.F.P.
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Senior Portfolio Manager at PensionizeMe
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Wealth Management Advisor at Cetera Investors
Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.
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Private Wealth Manager at Polley Wealth Management
I understand that your financial success is the result of hard work, dedication, and…
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Partner + Sr VP of Portfolio Operations at MasonMade Ventures
Desiree Russo is a Partner and Senior Vice President of Portfolio Operations at MasonMade Ventures, where she drives operational excellence across the firm's portfolio of critical infrastructure companies. With nearly two decades of experience in construction and facilities management, Desiree brings extensive expertise in scaling processes, managing operations, and delivering best-in-class service to clients nationwide. Before co-founding MasonMade, Desiree served as Partner and Vice President of Operations at CS Hudson, where she was instrumental in streamlining workflows, exceeding client expectations, and developing internal talent. Earlier in her career, she advanced steadily through leadership roles at a facility management company—starting as a Client Team Manager and ultimately becoming Director of Client Services. She began her professional journey at Empire Facilities Management Group, rising from Coordinator to Supervisor to National Account Manager. Desiree attributes her career growth to a strong work ethic, a focus on operational efficiency, and a people-first leadership philosophy. As a female leader in a historically male-dominated industry, Desiree is known for breaking norms and modeling an inclusive, collaborative. Her leadership is characterized by humility, active listening, and a commitment to continuous improvement—for individuals, teams, and the businesses she helps to scale. She is a two-time recipient of the Circle of Excellence Award, recognizing her consistent impact in building high-performing teams and lasting client relationships.
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Director of Project Management at High Rise Financial
I’m a results-driven Project Management Director with a strong background in legal funding operations, strategy execution, and cross-functional team leadership. At High Rise Financial, I lead initiatives that streamline processes, enhance service delivery, and support client advocacy through innovative solutions. My mission is to deliver scalable systems that align with growth while maintaining a human-first approach to leadership.
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Founder at Finance Ideas
I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com
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AI Wrangler & EdTech Marketer | eLearning & Training Management at Intellek
Ricci shares insights on the latest trends and best practices in marketing, LegalTech, strategy, and e-learning in various industry publications. His multifaceted experience allows him to discuss a broad range of topics, from both strategic and hands-on perspectives. Ricci is a seasoned marketing communications professional with over 20 years of experience helping people connect effectively with their audiences. He currently applies his expertise to learning technology and digital adoption strategy as part of the intellek.io team. Intellek provides robust and effective learning technology to support a diverse client base. Repeatedly named as the best LMS for law firms and legal professionals; alongside a broad eLearning content library, training and assessment creation tool, and a unique onboarding digital adoption platform.
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Personal Finance Expert at KIS Finance
Alan Andrews is a Web Marketing Consultant at KIS Finance with a strong background in finance and a sharp focus on SEO. After 30 years in the finance sector – specialising in large bridging loans and development finance – he turned his attention to digital strategy, using his technical skills to drive online visibility and lead generation. Alan manages KIS Finance’s SEO and content performance, continuously refining the site’s structure and organic rankings. When he’s not testing site architecture or decoding Google updates, he’s sharpening his Krav Maga skills or enjoying coastal walks.
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Co-Founder at Uncle Tex Buys Houses
Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.
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Executive Assistant at Edison Risk - THE POLICY SHOP
Experienced Executive Assistant supporting leadership at Edison Risk, a life and annuity-focused IMO, and The Policy Shop, a health insurance brokerage. Skilled in managing executive calendars, communications, licensing, and agent support across fast-paced, client-focused environments. Known for staying organized, ensuring smooth operations, and handling sensitive information with professionalism and care.
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Managing Consultant and CEO at spectup
If you’re here, you’re probably curious about who I am and what we do at spectup. Let me fill you in. I started my career with a banking apprenticeship, thinking I’d spend my life crunching numbers. But then I discovered startups—and everything changed. At N26, the fintech unicorn, I got my first taste of the fast-paced world of innovation. I fell in love with the chaos, creativity, and energy. After that, I joined Civey, where I dove into digital market research, business models, and marketing strategies. Then came Deutsche Bahn, where I worked on international expansion, competitor analysis, and market strategies. I learned how to make sense of complex industries (global transport markets, anyone?) and drive growth. At diffferent (yes, that’s how it’s spelled), I helped brands like Audi and Zalando identify growth opportunities and design innovative business strategies. And at Deloitte’s Innovation & Ventures team, I worked on building future-proof businesses with cutting-edge tech. One highlight? Leading 30+ projects at the BMW Startup Garage, helping startups find their place in the world of mobility. That’s where I saw the real power of connecting startups with the right partners. Now, I’m building spectup. We work with growth-stage companies and select early-stage startups, helping them raise capital, connect with the right investors, and position themselves for long-term success. We also work with investors—PEs, VCs, angels, and family offices—helping them find promising, vetted companies to invest in without spending countless hours on due diligence. Why? Because startups fail too often, and investors waste too much time looking for the right opportunities. We’re here to bridge that gap. Whether you’re a founder looking for investors or an investor seeking quality opportunities, spectup is about making those connections—and making them work.
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Founder, President & CEO at Paradigm Asset Management
Visionary and Entrepreneurial leader that delivers a unique combination of strategic, operational, technical, and transactional expertise in finance, media and tech.
Strategic Project Manager
With experience in team leadership, project management and corporate communications, my diverse background enables quick connection with clients and coworkers alike. * Highly analytical thinker with a talent for motivating and coordinating teams dedicated to continuous process improvement * Strong leader with a continuous passion for learning to apply best practices and achieve mission-critical milestones throughout a project's lifecycle * An excellent listener and effective communicator able to positively respond to clients’ needs and concerns * Ability to take initiative and work independently, yet a great collaborator
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Founder/CEO and Wealth Advisor at Wealth Solutions 360
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CEO at Dundas Wealth
At Dundas Brokers, we help life insurance brokers generate more commissions by using the power of digital marketing, technology, and real time underwriting support.We're now building Canada’s leading life insurance brokerage for independent agents. To learn more about Dundas Brokers, check out our company overview:https://dundasbrokers.com
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Co-Founder at Dallas House Sale Group
Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.
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Product Manager at Featured
As a Product Manager at Featured, I work with a team of developers and leadership to create and improve a Q&A platform that connects subject matter experts with top publishers. Our goal is to provide exposure for experts and content for publishers, creating a win-win situation for both parties. I have a BSBA in Marketing from the University of Arizona Eller College of Management, where I was involved in various extracurricular and internship activities, such as AdCats Consulting Club, Markitors SEO Agency, and Each Brain Matters Non-Profit Foundation. I have developed skills in customer relationship management, partnership marketing, and product management, which I apply to my current role and projects. I am passionate about creating engaging and informative content that benefits both experts and publishers, and I am always eager to learn from others and explore new opportunities.
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Showing 20 of 2395 experts
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