Perfil
Mr. Toby P.
Stannard, CFA, is a Partner & Deputy Chief Investment Officer at Aaron Wealth Advisors LLC.
In his role, he works in conjunction with the Chief Investment Officer and team on investment-related activities, including the implementation and maintenance of investment solutions, sourcing of opportunistic offerings, ongoing analysis of client portfolios, manager due diligence, trading, and production of proprietary research.
Mr. Stannard began his career as an Equity Portfolio Manager at Northern Trust Asset Management based in London.
He managed multi-billion dollar international and emerging market portfolios, mostly with an ESG focus.
After relocating to Chicago with Northern Trust, he first worked as an Equity Strategist before moving into the Quantitative Strategy group.
In this role, he served as a subject matter expert for the firm’s quantitative factor-based investments – developing custom solutions for clients, writing blogs and whitepapers, and presenting at industry conferences.
He obtained a Master of Science in Finance from Warwick Business School (UK) as well as a Bachelor of Arts in Financial Economics from The University of Leicester (UK).
He is a Chartered Financial Analyst charterholder.
Cargos activos de Toby Stannard
| Empresas | Cargo | Inicio |
|---|---|---|
Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC Investment ManagersFinance Aaron Wealth Advisors’ investment strategies and advice may vary depending upon each client's specific financial situation. As such, the firm determines investments and allocations based upon client’s predefined objectives, risk tolerance, time horizon, financial information, liquidity needs and other various suitability factors. | Director de Inversiones | - |
Formación de Toby Stannard.
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
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Warwick Business School
Warwick Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Leicester
University of Leicester Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC Investment ManagersFinance Aaron Wealth Advisors’ investment strategies and advice may vary depending upon each client's specific financial situation. As such, the firm determines investments and allocations based upon client’s predefined objectives, risk tolerance, time horizon, financial information, liquidity needs and other various suitability factors. | Finance |
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