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Doug Huber
Directeur en chef des Investissements chez
Wealth Enhancement Advisory Services LLC
Profil
Mr. Douglas Huber is a Deputy Chief Investment Officer at Wealth Enhancement Advisory Services LLC.
In his role, he is responsible for driving the investment process for portfolios managed by Wealth Enhancement Advisory Services (WEAS), leading functional investment areas, and monitoring the investment landscape to ensure advisors have competitive solutions and the highest quality investment choices available to offer clients.
He brings over 19 years of financial services experience.
Mr. Huber previously served as Vice President of Investment Strategy of Wealth Enhancement Group where he led the firm’s external manager research across both traditional and alternative investment strategies.
Prior to joining Wealth Enhancement Group in 2021 through the North American Management acquisition, he spent time at Federal Street Advisors as the lead Analyst where he led the alternative investment program.
He holds a BA in Finance and Economics from Babson College.
Postes actifs de Doug Huber
| Sociétés | Poste | Début |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities. | Directeur en chef des Investissements | 01/08/2024 |
Anciens postes connus de Doug Huber
| Sociétés | Poste | Fin |
|---|---|---|
North American Management Corp.
 North American Management Corp. Investment ManagersFinance NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns. | Directeur de la Recherche - Actions | 01/04/2021 |
Formation de Doug Huber
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
North American Management Corp.
North American Management Corp. Investment ManagersFinance NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities. | Finance |
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