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Bart Gadlage
Portföljförvaltare-Aktier på
Synovus Securities, Inc. (Investment Management)
Profil
Mr. Barton M.
Gadlage is a Portfolio Manager at Synovus Securities, Inc. He built an automated trading system to streamline the firm’s exchange-traded fund strategy.
His background includes investment banking experience structuring municipal finance issues.
Mr. Gadlage was employed as a Portfolio Manager by Creative Financial Group Ltd.
He earned a BA in Economics from the University of Georgia.
Aktiva positioner av Bart Gadlage
| Företag | Position | Start |
|---|---|---|
Synovus Securities, Inc. (Investment Management)
 Synovus Securities, Inc. (Investment Management) Investment ManagersFinance SSI-IM uses both internal and external resources as part of the due diligence process. They implement a due diligence process to review various facets of the manager’s business such as investment style, performance, portfolio management, trading and operations and compliance. | Portföljförvaltare-Aktier | 2001-08-01 |
Tidigare kända positioner av Bart Gadlage
| Företag | Position | Slut |
|---|---|---|
Creative Financial Group Ltd.
 Creative Financial Group Ltd. Investment ManagersFinance Creative Financial Group's (GFG) investment selection process begins with a broad-based analysis of the general economy that focuses on a projection of interest rates and an analysis of corporate profits. This allows the firm to calculate statistically the expected values and total historical rates of return for specific investment sectors. CFG then overlays the financial goals and risk tolerance of each client to develop the appropriate allocation of assets. The firm primarily utilizes no-load mutual funds or ETFs. Their research identifies money managers that have exhibited superior investment results on a risk-adjusted basis. CFG modifies clients' asset allocations as the economy changes or as clients' investment goals change. CFG also has the ability to utilize individual stocks and bonds. | Medlem av Investeringskommittén | 2010-12-01 |
Bart Gadlages utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
7
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Creative Financial Group Ltd.
Creative Financial Group Ltd. Investment ManagersFinance Creative Financial Group's (GFG) investment selection process begins with a broad-based analysis of the general economy that focuses on a projection of interest rates and an analysis of corporate profits. This allows the firm to calculate statistically the expected values and total historical rates of return for specific investment sectors. CFG then overlays the financial goals and risk tolerance of each client to develop the appropriate allocation of assets. The firm primarily utilizes no-load mutual funds or ETFs. Their research identifies money managers that have exhibited superior investment results on a risk-adjusted basis. CFG modifies clients' asset allocations as the economy changes or as clients' investment goals change. CFG also has the ability to utilize individual stocks and bonds. | Finance |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Synovus Securities, Inc. (Investment Management)
Synovus Securities, Inc. (Investment Management) Investment ManagersFinance SSI-IM uses both internal and external resources as part of the due diligence process. They implement a due diligence process to review various facets of the manager’s business such as investment style, performance, portfolio management, trading and operations and compliance. | Finance |
