Perfil
Mr. Andrew D.
Buzan, CFA MBA, is a Co-Chief Investment Officer, Senior Portfolio Manager & Shareholder at Kelman-Lazarov, Inc. He engages actively in investment research, portfolio construction, performance monitoring and trading.
He joined Kelman-Lazarov in 2007 and became a partner in 2019 as he took leadership responsibilities for the investment team.
He holds a B.S.
in finance and economics from David Lipscomb University and an MBA from the University of Memphis.
He is a Chartered Financial Analyst.
Cargos activos de Andrew Douglas Buzan
| Empresas | Cargo | Inicio |
|---|---|---|
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Director de Inversiones | 01/05/2007 |
Formación de Andrew Douglas Buzan.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Lipscomb University
Lipscomb University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Memphis
University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Finance |
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