Manuel Broad
Senior Director Sr Portfolio Manager at Bny Mellon
Based in New York, United States
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Seniority
Other
Department
Other
Location
New York
Industry
Financial Services
Company size
54K
Contact information
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m•••••••@bnymellon.com
Phone
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Background
About Manuel Broad
Over 25 years of Investment experience specializing in the strategic management of high net worth client focusing on multi-generational wealth. Serving as a trusted client advocate by providing complex solutions through an integrated delivery of investment management, credit, financial planning, risk management, and estate planning. Portfolio Manager with broad experience in quantitative analytics, equities and fixed income management. Strong systems background coupled with a strong finance background. Direct experience in institutional and personal asset management. MBA Seton Hall University BBA University of Massachusets, Amherst CFA CISA Specialties: Wealth Management, Asset Allocation, Investment Strategy
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