Ian Goltra

Background

About Ian Goltra

My expertise lies in Investment Strategy & Management and Fund Management, with extensive industry experience, from Intern Analyst to Portfolio Manager. I have a background in managing portfolios containing nearly all types of securities, including bonds and baby bonds, preferred stocks, convertible preferred and common stocks, and options. I have a track record of improving portfolio and fund performance, including fund growth from 1-star to 4-star / 5-star Morningstar ratings, and I consistently meet and surpass goals within a broad range of market conditions. Excellent client interaction and relationship building skills, using a consultative and straightforward approach. Extensive background in developing models and databases that significantly enhance the decision-making process. Effective collaborator with internal team members and external parties, including joint efforts with other PMs. Exceptionally deep knowledge of public and private investment markets, as well as financial concepts and practices.