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TDI Podcast: Dressing Up Your Portfolio (#884)
Manage episode 437510828 series 1325973
How to stay the course – even through time of doubt
What’s up with the consumers anyway?
Powell’s outlook moves markets – predictable
And our guest – Brian Dress from Left Brain Wealth Management
Brian Dress has 15+ years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation.
Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling.
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (CRWD),(CMG), (PANW), (NEE)
58 afleveringen
Manage episode 437510828 series 1325973
How to stay the course – even through time of doubt
What’s up with the consumers anyway?
Powell’s outlook moves markets – predictable
And our guest – Brian Dress from Left Brain Wealth Management
Brian Dress has 15+ years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation.
Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling.
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (CRWD),(CMG), (PANW), (NEE)
58 afleveringen
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