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Lisa Kazandjian
Director of Investments chez
Fortem Financial Group LLC
Profil
Ms. Lisa Kazandjian is a Director of Portfolio Management at Fortem Financial Group LLC.
She has over 30 years’ experience in the Financial Services Industry.
She has worked with the team at Fortem Financial since July 2016.
Her current responsibilities include the analysis of High Net Worth portfolios to determine appropriate asset allocation.
She manages all fixed income portfolios for all of the firm's clients with a specialty in Municipal, Government and Federal Agency bonds.
Prior to Fortem, Ms. Kazandjian worked at HighTower and at Merrill Lynch.
She has worked for more than a decade in a team with Brian Amidei, Joseph Romano, and Brett D’Orlando.
She served as Vice President of Portfolio Management Marketing at Prudential/Wachovia Securities.
She specialized in Fixed Income investments, having spent much of her career working on Institutional sales desks at First Interstate Bank, Piper Jaffray and Prudential Securities.
Ms. Kazandjian received her BA from California State University, Los Angeles, where she majored in English Literature and Business Administration.
Postes actifs de Lisa Kazandjian
| Sociétés | Poste | Début |
|---|---|---|
Fortem Financial Group LLC
 Fortem Financial Group LLC Investment ManagersFinance Fortem Financial provides each client with a custom-tailored investment portfolio, factoring in personal goals and risk tolerance. The firm employs sophisticated research and analytical systems to screen thousands of stocks and bonds to create a bottom-up fundamental analysis that identifies mispriced securities around the world. | Director of Investments | 01/07/2016 |
Anciens postes connus de Lisa Kazandjian
| Sociétés | Poste | Fin |
|---|---|---|
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities. | Corporate Officer/Principal | - |
Hightower Advisors LLC
 Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Analyst-Fixed Income | - |
Formation de Lisa Kazandjian
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Fortem Financial Group LLC
Fortem Financial Group LLC Investment ManagersFinance Fortem Financial provides each client with a custom-tailored investment portfolio, factoring in personal goals and risk tolerance. The firm employs sophisticated research and analytical systems to screen thousands of stocks and bonds to create a bottom-up fundamental analysis that identifies mispriced securities around the world. | Finance |
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