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Christopher Grogan
Portfolio Manager-Fixed Income chez
Eventide Asset Management LLC
Profil
Mr. Christopher R.
Grogan, CFA, is a Portfolio Manager & Director of Asset Allocation at Eventide Asset Management LLC.
He has over 10 years of investment experience.
Prior to joining Eventide in 2019, Mr. Grogan was an Associate Portfolio Manager with Boston Advisors, LLC.
In this role, he was tasked with conducting asset allocation strategy, equity portfolio management, fixed income portfolio management, open architecture due diligence, and building custom portfolio solutions using both internal and third-party strategies.
Before that, he was a Financial Planning Analyst with Raymond James.
Mr. Grogan has a dual B.A. in Economics and Finance from Gordon College.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and CFA Institute.
Postes actifs de Christopher Grogan
| Sociétés | Poste | Début |
|---|---|---|
Eventide Asset Management LLC
 Eventide Asset Management LLC Investment ManagersFinance Eventide uses values-based analyses and fundamental, technical and risk analyses in selecting and recommending securities for investment. The firm also engages with sub-advisers concerning values-based criteria in connection with fixed-income securities held by certain Funds. Their investment process begins with a top-down analysis to select a variety of asset classes and/or sectors believed to offer opportunities for current income and/or capital appreciation. Eventide manages portfolios actively and this may involve frequent trading that negatively affects investment performance and increases transaction costs and taxes. | Portfolio Manager-Fixed Income | 01/11/2019 |
Anciens postes connus de Christopher Grogan
| Sociétés | Poste | Fin |
|---|---|---|
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Analyst-Equity | 01/01/2018 |
Raymond James Financial Services Advisors, Inc.
 Raymond James Financial Services Advisors, Inc. Investment ManagersFinance RJFSA generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income, and other alternative asset classes such as real estate and commodities. The firm employs fundamental analysis, charting, technical and cyclical analysis. | Corporate Officer/Principal | - |
Formation de Christopher Grogan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Finance |
Eventide Asset Management LLC
Eventide Asset Management LLC Investment ManagersFinance Eventide uses values-based analyses and fundamental, technical and risk analyses in selecting and recommending securities for investment. The firm also engages with sub-advisers concerning values-based criteria in connection with fixed-income securities held by certain Funds. Their investment process begins with a top-down analysis to select a variety of asset classes and/or sectors believed to offer opportunities for current income and/or capital appreciation. Eventide manages portfolios actively and this may involve frequent trading that negatively affects investment performance and increases transaction costs and taxes. | Finance |
Gordon College
 Gordon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance RJFSA generally recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income, and other alternative asset classes such as real estate and commodities. The firm employs fundamental analysis, charting, technical and cyclical analysis. | Finance |
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