Perfil
Mr. John P.
Genco, CFA, is a Portfolio Manager at WhaleRock Point Partners LLC.
He joined the firm in 2018 and is responsible for asset allocation, security selection, and equity modeling.
He is also responsible for a majority of WhaleRock’s equity and fixed-income trading while also assisting in client portfolio strategy.
Prior to joining the firm, Mr. Genco was previously employed as a Junior Research Analyst & Trader by Beaumont Financial Partners LLC where he performs extensive analysis and trading in the areas of equity, fixed income, and alternative investments.
He is also a Principal by Knight Capital Group, Inc. He received a Bachelor of Arts in Economics from Boston College.
Cargos activos de John Genco
| Empresas | Cargo | Inicio |
|---|---|---|
WhaleRock Point Partners LLC
WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock seeks maximum after-tax investment results for their clients while adhering to each client’s written investment policy. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. After developing their long-term, secular investment themes, they use a combination of fundamental and technical analysis to select individual securities that complement their top-down approach. | Gestor de Cartera-Acciones | 01/07/2018 |
Antiguos cargos conocidos de John Genco.
| Empresas | Cargo | Fin |
|---|---|---|
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts. | Analyst-Equity | 01/06/2018 |
Knight Capital Group, Inc.
Knight Capital Group, Inc. Investment Banks/BrokersFinance Provides securities services to broker dealers and institutional customers | Corporate Officer/Principal | - |
Formación de John Genco.
Experiencias
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Activas
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Empresas privadas
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Knight Capital Group, Inc.
Knight Capital Group, Inc. Investment Banks/BrokersFinance Provides securities services to broker dealers and institutional customers | Finance |
WhaleRock Point Partners LLC
WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock seeks maximum after-tax investment results for their clients while adhering to each client’s written investment policy. The firm provides customized investment advice and asset allocation modeling and implements both strategic and tactical positioning within client portfolios. After developing their long-term, secular investment themes, they use a combination of fundamental and technical analysis to select individual securities that complement their top-down approach. | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts. | Finance |
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