Location:
121 Grove St, Elmwood Park, NJ 07407
Industry:
Investment Management
Work:
Halvorson Research Associates LLC since 2004
Partner
Fidelity Investments May 2003 - Sep 2004
Investment Representative
Northwestern Mutual Feb 2001 - Apr 2003
Registered Representative
Halvorson Research Associates 1989 - 2001
Portfolio Manager, Limited Partnerships
Sands Hotel and Casino 1984 - 1988
Finance Manager
Education:
CFA Insititue - New York Branch 1995 - 1997
CFA, Investments
University of Wisconsin-Madison - School of Business 1976 - 1980
BBA Quantitative Analysis, Investments, Economics, Operations
Skills:
Investments
Portfolio Management
Insurance
Investment Advisory
Research
Client Relationship Building
Quantitative Research
Managerial Experience
Standards Compliance
Securities
Management
Investment Strategies
Equity Research
Financial Analysis
Asset Allocation
Financial Markets
Investment Management
Alternative Investments
Finance
Wealth Management
Mutual Funds
Hedge Funds
Fund of Funds
Equities
Etfs
Asset Management
Financial Planning
Financial Modeling
Interests:
Kids
Grandkids
Investment Strategies
Rowing
Economic Empowerment
Education
Environment
Travel
