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Leigh Breitman Hurd
Gestionnaire de Portefeuille-Actions chez
Crestwood Advisors Group LLC
Profil
Ms. Leigh B. Hurd, CFA MBA, is a Partner & Portfolio Manager at Crestwood Advisors Group LLC.
She joined Crestwood in 2013.
She earned her undergraduate degree and MBA degree from Boston College’s School of Management.
She also holds the Chartered Financial Analyst designation and is a member of the Boston Analyst Society and the CFA Institute.
Postes actifs de Leigh Breitman Hurd
| Sociétés | Poste | Début |
|---|---|---|
Crestwood Advisors Group LLC
 Crestwood Advisors Group LLC Investment ManagersFinance Crestwood constructs globally diversified portfolios based on client objectives and the firm’s fundamental outlook for individual securities, asset classes, investment markets and global economies. The firm customizes client portfolios based on each client’s unique income needs, risk tolerance and time horizon. They employ a globally diversified investment strategy, which includes both a top-down” (asset allocation) and bottom-up (security selection) approach to asset management. Crestwood attempts to enhance risk-adjusted returns by diversifying portfolios into securities with consideration of risk reducing diversification benefits. Additionally, the firm strives to be tax efficient with client portfolios, seeking to minimize investment gains and invest in tax-free bonds, as appropriate. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Leigh Breitman Hurd
| Sociétés | Poste | Fin |
|---|---|---|
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Crestwood Advisors constructs portfolios with a strict valuation discipline and securities are proactively rebalanced based on changing client objectives and the firm’s fundamental outlook for individual securities, asset classes, investment markets and global economies. Crestwood customizes portfolios based on each client’s unique income needs, risk tolerance and time horizon. The firm employs a global investment strategy, which includes both a top-down and bottom-up approach to asset management. As a global investor, Crestwood focuses on investing in securities or markets where it seeks to obtain responsible risk-adjusted returns over time. The firm attempts to reduce downside risk and enhance upside risk-adjusted returns by placing clients’ capital in a diverse mix of correlating and non-correlating assets. For the equity allocation of a portfolio, Crestwood seeks to invest in individual companies with the following attributes: distinct competitive advantages; attractive and growing cash flows; solid and/or improving economic returns; diverse revenue streams; and dividend payouts and buybacks. For the fixed income portion, the firm seeks to invest in both domestic and international fixed-income vehicles. In many cases, they purchase individual taxable or tax exempt bonds in order to target bond duration, credit quality and liquidity. As for other income-oriented investments, Crestwood employs ETFs and/or mutual funds in an effort to achieve a well-diversified portfolio that includes positions in both domestic and international debt securities. Crestwood augments their portfolios by investing in ETFs, ETNs and mutual funds to give portfolios exposure to focused asset classes such as international and emerging equity markets. ETFs are also used to gain exposure to hard assets, such as gold, agriculture and energy. For certain accredited investors, Crestwood may review investments in privately placed collective investment vehicles, some of which may be hedge funds. The managers of these vehicles have broad discretion in selecting the investments. There are few limitations on the types of securities or other financial instruments which may be traded and no requirement to diversify. | Gestionnaire de Portefeuille-Actions | 01/12/2016 |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Corporate Officer/Principal | - |
Formation de Leigh Breitman Hurd
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Crestwood Advisors constructs portfolios with a strict valuation discipline and securities are proactively rebalanced based on changing client objectives and the firm’s fundamental outlook for individual securities, asset classes, investment markets and global economies. Crestwood customizes portfolios based on each client’s unique income needs, risk tolerance and time horizon. The firm employs a global investment strategy, which includes both a top-down and bottom-up approach to asset management. As a global investor, Crestwood focuses on investing in securities or markets where it seeks to obtain responsible risk-adjusted returns over time. The firm attempts to reduce downside risk and enhance upside risk-adjusted returns by placing clients’ capital in a diverse mix of correlating and non-correlating assets. For the equity allocation of a portfolio, Crestwood seeks to invest in individual companies with the following attributes: distinct competitive advantages; attractive and growing cash flows; solid and/or improving economic returns; diverse revenue streams; and dividend payouts and buybacks. For the fixed income portion, the firm seeks to invest in both domestic and international fixed-income vehicles. In many cases, they purchase individual taxable or tax exempt bonds in order to target bond duration, credit quality and liquidity. As for other income-oriented investments, Crestwood employs ETFs and/or mutual funds in an effort to achieve a well-diversified portfolio that includes positions in both domestic and international debt securities. Crestwood augments their portfolios by investing in ETFs, ETNs and mutual funds to give portfolios exposure to focused asset classes such as international and emerging equity markets. ETFs are also used to gain exposure to hard assets, such as gold, agriculture and energy. For certain accredited investors, Crestwood may review investments in privately placed collective investment vehicles, some of which may be hedge funds. The managers of these vehicles have broad discretion in selecting the investments. There are few limitations on the types of securities or other financial instruments which may be traded and no requirement to diversify. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood constructs globally diversified portfolios based on client objectives and the firm’s fundamental outlook for individual securities, asset classes, investment markets and global economies. The firm customizes client portfolios based on each client’s unique income needs, risk tolerance and time horizon. They employ a globally diversified investment strategy, which includes both a top-down” (asset allocation) and bottom-up (security selection) approach to asset management. Crestwood attempts to enhance risk-adjusted returns by diversifying portfolios into securities with consideration of risk reducing diversification benefits. Additionally, the firm strives to be tax efficient with client portfolios, seeking to minimize investment gains and invest in tax-free bonds, as appropriate. | Finance |
