The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. So you’re Chief Investment officer of Asset and Wealth Management. Is that more or less right?

Assets 299

Assets Clients Investing Investments 299

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. We also do asset allocation and overlays.

Math 130

Math Management Insurance Assets 130

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance. Of course, we have strategic asset allocations, strategic portfolios.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

MARCH 12, 2024

They’re asset allocation model driven folks. They’re, they’re lower risk tolerance, I would say very high standards on quality of service and quality of, of infrastructure and decision making. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Banking 147

Banking Marketing Marketing Investing 147