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Poul-Erik Olsen
Gestionnaire de Portefeuille-Actions chez
City National Rochdale LLC
Profil
Mr. Poul-Erik Olsen, CFA MBA, is a Northwest Divisional Managing Director & Senior Portfolio Manager at RBC Rochdale LLC.
He joined the firm in 2003.
At the firm, he works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility.
He is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Mr. Olsen has over 25 years of experience in international finance and client management, including 18 years with public and private U.S.
equity investments in the brokerage and investment banking industry.
He was responsible for account management of the largest pension and mutual funds in Scandinavia and the Benelux region while at both Bank of America Securities and Robertson, Stephens & Co. He began his career in his native Denmark, where he worked as a lending officer for Spar Nord Bank.
He earned his BS in Economics from the Aarhus School of Business in Denmark and his MBA in Finance from the University of California at Berkeley, where he specialized in finance and international business.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
He also holds the Certified Private Wealth Advisor designation.
Postes actifs de Poul-Erik Olsen
| Sociétés | Poste | Début |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Gestionnaire de Portefeuille-Actions | 10/09/2013 |
Anciens postes connus de Poul-Erik Olsen
| Sociétés | Poste | Fin |
|---|---|---|
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Gestionnaire de Portefeuille-Actions | 09/09/2013 |
Robertson Stephens & Co.
 Robertson Stephens & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Poul-Erik Olsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
58
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Rochdale Investment Management (RIM) provides affluent individuals and families with innovative and customized portfolio management based on proprietary research competencies. The firm also manages the Rochdale family of mutual firms. RIM is a growth manager that researches companies using a fundamental quantitative process in combination with qualitative reasoning. Steady growth companies are evaluated on earnings growth, price momentum, and analyst sentiment. Cyclical growth companies are evaluated based on their ability to generate increasing cash flow. They also utilize a price strength indicator to focus on those cyclical growth companies most likely to be recognized earlier as strong performers. Each analyst develops research on companies using information from a variety of sources to assess the prospects for growth in revenue and earnings as well as potential stock price appreciation. For those companies that meet their fundamental criteria, RIM develops proprietary financial models to determine the valuation level at which they consider them attractively priced. Once purchased, companies are monitored for changes in their fundamentals and in industry conditions. The firm will continue to own a company as long as its revenue and earnings growth continues in line with their expectations, valuation is attractive and industry trends remain favorable. RIM clients may access large company holdings through individual equities or through their proprietary funds. | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Robertson Stephens & Co.
Robertson Stephens & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Aarhus
 University of Aarhus Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haas School of Business
 Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
