Sergei Klebnikov

2 weeks ago | forbes.com.mx | Sergei Klebnikov

Si hoy en día se habla con cualquier asesor financiero, es probable que tenga una opinión firme sobre las llamadas “notas estructuradas”. Estos productos complejos se venden como las inversiones más rentables del mundo de la gestión patrimonial. Su especialidad es la flexibilidad: algunos están orientados al crecimiento y otros a la generación de ingresos. Las rentabilidades suelen tener un límite y, en todos los casos, el objetivo es limitar el riesgo de pérdidas.

2 weeks ago | forbes.com | Sergei Klebnikov

Structured Notes and Buffer funds are sleep-well-at-night products designed to protect investors from market drops. Brokers and nervous investors love them, despite their complexity and fees. Talk to any financial advisor these days, and he or she is likely to have a strong opinion about something known as “structured notes.” These complex products are sold as the “have your cake and eat it” investments of the wealth management world.

1 month ago | forbes.com | Sergei Klebnikov

Name: Kevin PetersFirm: Morgan Stanley Wealth ManagementLocation: Palm Beach, FLTeam Custodied Assets: $3.8 billionBackground: Kevin Peters grew up in Middletown, Connecticut, and attended the University of Kentucky, where he majored in finance and business law. Although he initially considered a legal career, his he ultimately decided to become an advisor in 1983. He spent 18 years at Morgan Stanley’s predecessor firms before moving to Merrill Lynch in 2000.

1 month ago | forbes.com | Sergei Klebnikov

Name: Mary MullinFirm: Merrill Wealth ManagementLocation: Boston, MATeam Custodied Assets: $1.6 billionBackground: Mary Mullin grew up in Long Island and moved to Boston after graduating from the State University of New York Albany. In 1981, while working a waitressing job at night, she got her first at Merrill Lynch, working in the back operations center in, before quickly moving to the sales side.

1 month ago | forbes.com | Sergei Klebnikov

Name: Catherine EvansFirm: J.P. Morgan Wealth ManagementLocation: San Francisco, CATeam Custodied Assets: $2.2 billionBackground: Catherine Evans grew up in Northern California and developed a passion for travel while earning her degree in International Relations from Stanford University. After graduating, she worked in management consulting, focusing on strategic initiatives for companies, before going to business school at the University of California Berkeley.