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Profil
Mr. Barton T.
Liro is Investment Director at Tower Square Investment Management LLC.
In this role, Mr. Liro sits on the investment committee and is responsible for providing insight into the firm’s investment strategies to financial advisors and their clients.
In that capacity, he meets with financial advisors to assist in the implementation of sophisticated investment strategies offered by Tower Square.
Mr. Liro served as the Director of Advisory Services at Investors Capital Corporation, an affiliated investment adviser and registered broker-dealer, where he was responsible for overseeing distribution, business development, product creation and investment advisory relationship management.
Additionally, he acted as the lead Portfolio Strategist for Investors Capital Corporation's mutual fund and exchange traded fund wrap portfolios.
Prior to those responsibilities, he held investment research and advisory sales roles.
Mr. Liro earned a Bachelor of Science in Economics and Bachelor of Business Administration with a minor in Finance from Saint Michael’s College.
Tidigare kända positioner av Barton T. Liro
| Företag | Position | Slut |
|---|---|---|
Cetera Investment Management LLC
 Cetera Investment Management LLC Investment ManagersFinance Tower Square Investment Management Tower Square Investment Management (TSIM) creates, manages, rebalances and reallocates portfolios that consist of but are not limited to stocks, bonds, mutual funds, options, ETFs, closed-end funds, and ADRs. The firm's management style is based on their attitude toward risk management. TSIM seeks to protect their clients' investments and help them grow more effectively. Their goal is to lose less in a “down” market, but this typically means they will not gain as much in an “up” market. TSIM believes that markets change over time. The firm actively researches market movement and adjusts their strategies accordingly. Their diverse strategies give clients access to invest in a variety of asset classes. TSIM's approach allows them to change weightings across industries as they see fit. | Medlem av Investeringskommittén | 2017-12-31 |
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Företag kopplade till första graden
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Kopplade företag
| Privata företag | 1 |
|---|---|
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Tower Square Investment Management Tower Square Investment Management (TSIM) creates, manages, rebalances and reallocates portfolios that consist of but are not limited to stocks, bonds, mutual funds, options, ETFs, closed-end funds, and ADRs. The firm's management style is based on their attitude toward risk management. TSIM seeks to protect their clients' investments and help them grow more effectively. Their goal is to lose less in a “down” market, but this typically means they will not gain as much in an “up” market. TSIM believes that markets change over time. The firm actively researches market movement and adjusts their strategies accordingly. Their diverse strategies give clients access to invest in a variety of asset classes. TSIM's approach allows them to change weightings across industries as they see fit. | Finance |
