Cls's The Weighing Machine
Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:35:14
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Sinopsis
Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he leads a dedicated team of investment analysts. In this role, Tyson ensures that financial advisors receive expert guidance on investment models and asset allocation decisions, optimizing their clients’ financial outcomes. Tyson is a member of the TownSquare Investment Committee where he lends his expertise on equity markets and chairs the Equity Subcommittee. In addition to his Portfolio Strategy responsibilities, Tyson plays an integral role on the sales team, assisting to bridge the investment gap for new Registered Investment Advisors (RIAs) partnering with TownSquare Capital. Prior to working at TownSquare Capital Tyson worked for Fidelity Investment as a member of the International Trade team. There he traded equities and currencies in over 30 countries. He attended