Portfolio Management 101
ABOUT
Pat Moses has over 10 years of experience managing investments for individuals and institutions at all levels. Pat started her investment career in 1999 evaluating hedge funds and other alternative asset classes for a small regional investment consultant. After a brief time, she joined a family office as an Investment Advisor managing assets in excess of $300 million across a variety of asset classes.
In 2006 she was promoted to Senior Investment Advisor and was given full discretion over the portion of the family’s assets invested in equities, mutual funds, and ETF strategies. She was a member of the Investment Committee from 2006 to 2010, contributing ideas for strategic and tactical allocations as well as ...More
In 2006 she was promoted to Senior Investment Advisor and was given full discretion over the portion of the family’s assets invested in equities, mutual funds, and ETF strategies. She was a member of the Investment Committee from 2006 to 2010, contributing ideas for strategic and tactical allocations as well as ...More
SNAPSHOT
- Description: Independent financial planner/advisor. Trading frequency: Not Trading
- Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
COMPANY
Portfolio Management 101 Portfolio Management 101 provides investors with a variety of educational and investment tools to help them be more informed about their investment portfolios and guides them in managing their own investments, if they choose to do so.
We provide useful product reviews for the DIY investor as well as ongoing ...More
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