Sue Thompson is Head of the Registered Investment Advisor Group and 401(k) Sales, overseeing the firm’s iShares and 401(k) sales efforts with registered investment advisors, independent broker/dealers and asset managers. In 2007 Sue joined Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining BGI, Sue was a principal at Vanguard, heading the national sales team focused on national full service brokerage firms. She joined Vanguard in August 1999 as Senior Counsel, specializing in tax law and structured products. Sue is an associate of BlackRock Investments, LLC. BlackRock, Inc. and its affiliates are not affiliated with Seeking Alpha. Prior to joining Vanguard, Sue was an attorney at Orrick, Herrington & Sutcliffe, LLP in California, specializing in public finance. She received her B.A. in Accounting from the University of Washington and J.D. from the University of California, Davis. In addition to holding her Series 7, 63 and 24 FINRA licenses, Sue is also a C.P.A. and holds her Certified Investment Management Analyst (CIMA) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania.
Investing my money my way. No use for advisors who want to get paid to recommend mega-caps with 2% yields. Buy low sell high. Have an idea what you think you expect out of a stock/investment. If something goes way up, don't be afraid to sell some. If it goes higher sell some more and then go after the next bargain. I invest long term, generally more than a year, but I am not afraid to take some profit on a run-up and try to get back in on a drop. If it keeps going up that's good too, i'll sell the rest for a higher price and move on. There are always bargains and always some that are overpriced, that's the market and it is good. Sell high, buy low. That's not market timing, it's common sense. Buy and hold means buy buy buy and never ever sell, to never ever react to peaks and valleys. Screw that. That's stupid. The "pro's" want that, they want your money always in so they can trade around it. Do your own research, educate yourself, and be sensible. Believe in yourself. If the pros were all so brilliant they'd get rich trading their own money, not sucking fees from yours. That way they could sit on the beach all day instead of dealing with clients. They're the man behind the curtain most of them, all fluff and bluster. You are potentially as good or better than them. Educate yourself. We got a freakin internet now, there's no excuse. Don't ever buy high, and don't sell low unless you realize you made a mistake and got to eat it. It happens. Charley Mike.
Ebenezer Benjamin currently works as an analyst with BlackRock. He works with the Green Package Analytics and Support team. Green Package Analytics & Support team (GPAS) responsibilities include reporting, understanding and ensuring the accuracy of analytics on the fixed income, equity and alternative products to help the clients and portfolio managers understand their portfolio exposures, strategy, risk and returns. GPAS provides the daily risk reporting and ad-hoc analytical support to over $15 trillion worth of assets under risk management across tens of thousands of portfolios.
He has a diversified experience, before joining BlackRock he worked with Sharekhan Limited, a leading Stock Broker in India as a Relationship Manager. As a RM he is responsible for providing investment advices to the clients with respect to various financial products like Equities, Fixed Income, Derivatives, Commodities, Mutual Funds and FX. Prior to this he worked with Siva Business Management Services, Chennai as a Portfolio Analyst for around ten Months. As a Portfolio Analyst he is managing an asset of $1million using certain technical and quantitative strategies.
He holds a Bachelor degree in Engineering from Anna University, Chennai and a Master’s degree in Financial Analysis from International College of Financial Planning, New Delhi. He is also a CFA Level 2 Candidate. Apart from this he is passionate about heavy metal music. In free time he read books related to hedge fund strategies and he is an intermediate acoustic guitarist. He currently resides in Versova, Mumbai.
BlackRock is trusted to manage more money than any other investment manager in the world, helping millions of people and the world’s biggest institutions and governments reach their investing goals. We work only for our clients. Our promise is to give them insight into what to do with their money, providing products and services that can help them build a better financial future. BlackRock has world-class capabilities designed for our clients’ greatest needs, with a comprehensive range of products and services across asset classes, geographies and investment strategies. We have expertise in every region around the world, with 135 investment teams in 30 countries sharing their best thinking in order to seek better returns. Our clients come from every corner of the globe. They are governments, companies, foundations, and millions of individuals saving for retirement, their children's educations and a better life. We're passionate about our work and intensely focused on performing at the highest levels. To get there, we strive to out-think and out-work competitors and find the best balance of risk and return across all investment styles on behalf of our clients. As a fiduciary for our clients and as public company, our focus is long-term sustainability. We aim to be a responsible corporate citizen and to take into account environmental, social and governance issues that have real and quantifiable financial impacts over the long-term for our firm and the firms in which we invest. Long-term responsibility and sustainability are integrated into our business model and shareholder value creation framework and in the way we conduct our business, serve our clients and give back to the communities in which we and our clients live and work.
Heidi Richardson, Managing Director, is the Head of U.S. Investment Strategy for iShares, part of the Global Investment Strategies & Insight (ISI) Group. Global ISI delivers macro and market insight, leveraging BlackRock's thought leadership platforms to provide iShares clients with executable investment ideas using iShares ETFs.
Read more about Heidi Richardson's background on BlackRock.com.
I invest for retirement income primarily but also have a small portfolio of higher risk investments. Have dabbled in real estate (subdivision developer), reits (thought this was the easier way), MLP (still learning) and commodities. Ironically most of my gains have come in my 401k by way of funds tracking the S&P. Spent my whole career (30 years) at one company and considering retiring in the next year or so in my mid-fifties.
I try to carefully trade weekly & monthly stock options with expertise in mining companies & traditional manufacturers. Speak & write fluent Portuguese and speak good Spanish. Resided twice in Brazil and once on Guam Island. Employed at the same large foreign-owned Distribution Center the past 15 years & completely 100% Pro-NAFTA. Smart individual investing is the preferred solution to improving one's economic future, as opposed to vast & vague government handouts. Seeking Alpha is the #1 best financial blog because of honest opinions & superb organization.
Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer and Co-Head of Global Fixed Income platform, a member of BlackRock's Global Operating Committee and Chairman of the BlackRock firm-wide Investment Council.
Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury. Mr. Rieder is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets. He was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013 and nominated for Fixed Income Manager of the Year by Institutional Investor for 2014.
From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.
Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Investment Committee and is the Vice Chairman of the Finance Committee. Mr. Rieder is founder and chairman of the business school's BBA investment fund and community financial literacy program.
Mr. Rieder serves as Chairman of the Board of North Star Academy's eleven Charter Schools in Newark, New Jersey and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is a Trustee for the U.S. Olympic Committee and is on the board of advisors for the Hospital for Special Surgery. He serves on the National Leadership Council of the Communities in Schools Educational Foundation and on the board of Big Brothers/Big Sisters of Newark and Essex County. Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.
Nelli Oster, PhD, has worked as an Investment Strategist in BlackRock's Multi-Asset Strategies Group, where her responsibilities included developing tactical country, sector and asset allocation models for implementation with iShares ETFs, in addition to relating the Investment Strategy Team's research and investment views to key institutional and financial advisor clients. Dr. Oster initially joined Barclays Global Investors (BGI), which merged with BlackRock in 2009, where she did research and portfolio management in the firm's quantitative stock selection business across the global portfolios. Earlier, Dr. Oster was an Equity Research Analyst at Goldman Sachs after beginning her career in the Mergers and Acquisitions group of Salomon Smith Barney. Dr. Oster holds a BSc (Hons) in Management Sciences from the London School of Economics and a PhD in Finance from the Stanford Graduate School of Business, where her Behavioral Finance dissertation focused on expectations formation and learning in the financial markets.
Peter Hayes, Managing Director, is Head of the Municipal Bonds Group within BlackRock Fundamental Fixed Income and a member of the Fixed Income Executive Committee. He leads the Municipal Bond Management Committee, which oversees municipal bond portfolio management, research and trading activities, and is a member of the firm's Leadership and Operating Committees.
Mr. Hayes' service with the firm dates back to 1987, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was Head of the Short Term Tax-Exempt Trading Desk, and managed the CMA Tax-Exempt Fund and other short term municipal bond portfolios. Prior to joining MLIM, he was a Trader for Shawmut Bank.
Mr. Hayes earned a BA degree in economics from the College of the Holy Cross in 1981.
Jeffrey Rosenberg, CFA, Managing Director, is BlackRock's Chief Fixed Income Strategist and a member of the BlackRock Investment Institute. His responsibilities include working closely with the Global Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodities. Mr. Rosenberg is also the portfolio manager for the fixed income tactical allocation managed model portfolio, an actively managed portfolio of exchange traded funds.
Prior to joining BlackRock, Mr. Rosenberg spent nearly 10 years at Bank of America Merrill Lynch as the Chief Credit Strategist. His most recent role included coordination of strategy across all fixed income, securitized assets, credit, FX and commodities. Mr. Rosenberg brought innovation to his credit strategy work producing the first commercialized quantitative corporate credit portfolio risk analytics system from a dealer firm. At BAML, Mr. Rosenberg and his team were consistently top ranked by Institutional Investor for high grade, high yield, and general fixed income strategy. At BlackRock, Mr. Rosenberg publishes his monthly "Fixed Income Strategy" along with regular posts to the BlackRock Blog, contributions to BlackRock Investment Institute publications and numerous media appearances.
Mr. Rosenberg earned a Masters in Science degree in Computational Finance from Carnegie Mellon, a BA degree in Mathematics from the University of Minnesota, and a BA degree in Finance from the University of Wisconsin. He has been a Chartered Financial Analyst since 1997.
Dodd Kittsley, is Global Head of ETP Research for BlackRock. BlackRock's ETP research team provides insights and perspectives on the global ETP marketplace delivered through the monthly ETP Landscape and other regular and customized research. Mr. Kittsley was previously Head of Due Diligence for iShares, a global provider of ETPs. Mr. Kittsley's service with the firm dates back to 2007, including his years at Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was responsible for providing customized portfolio solutions and product analytics to financial intermediaries. Dodd was a Director of Sales Strategy at BGI, leading a team that created and delivered ETP product and industry related insights. Prior to joining BlackRock, Mr. Kittsley held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley. He has published extensively and is a frequent speaker at industry conferences and in the media.
Mr. Kittsley earned a B.A. degree from the Hamilton College and a Masters degree from University of Houston. He holds various U.S. securities licenses. He received the Chartered Financial Analyst (CFA®) designation and is a member of CFA® Institute.
Daniel Morillo, PhD, Managing Director, is the Global Head of Investment Research for iShares. Dr. Morillo's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he served in a variety of senior research and portfolio management roles including, Head of Global Equities within the Scientific Active Equity group.
Prior to joining BGI, Dr. Morillo served as a Senior Research Manager at PanAgora Asset Management for three years, where he developed US Equity risk and alpha models. Dr. Morillo earned a BS degree in economics from Universidad San Fran de Quito in 1995, a MS degree in statistics from the University of Illinois in 1998, and a PhD in econometrics from the University of Illinois in 2000.
Chip Castille, Managing Director, is BlackRock's Chief Retirement Strategist. He is responsible for the development, product management and distribution of BlackRock's U.S. Retirement strategies and services. He is a member of BlackRock's Global Operating Committee.
Mr. Castille's current service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was Head of U.S. Defined Contribution Product Development. Prior to joining BGI in 2007, he was a Managing Director at Wilshire Associates and Chief Investment Officer for Wilshire Funds Management. During an earlier stint with BGI, from 1993 to 1999, he was part of the team that developed LifePath portfolios, the industry's first target date fund, in 1993. In 1997, he developed BGI's Portfolio Works, a software solution that helped clients optimize manager structures.
Mr. Castille's investment management experience includes expertise in solving asset allocation, manager selection and structure problems. He co-authored "Optimizing Manager Structure and Budgeting Manager Risk" (Journal of Portfolio Management) with John Pirone and Duane Whitney, which received the Bernstein Fabozzi/Jacobs Levy award for outstanding article in 2000. He is a contributing author on the iShares Blog and serves on a variety of retirement industry boards.
Mr. Castille earned a BA degree in journalism from Louisiana State University in 1987 and an MBA degree from Loyola University in 1989.
Russ Koesterich, CFA, JD, Managing Director and portfolio manager for BlackRock’s Global Allocation Fund, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined the BlackRock Global Allocation team in 2016 as Head of Asset Allocation and was named a portfolio manager of the Fund in 2017. Previously, he was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
I am the VP of Monetization at Harvest (www.hvst.com). My role here is to ensure that Harvest is maximizing its monetization opportunities while maintaining the highest level of experience for our users, and advertisers.