I wanted to take this opportunity to introduce you to Ladenburg Thalmann Asset Management and Phil Blancato. I have known Phil for a number of years and consider him a resource in portfolio management. Each quarter he shares insight into investment markets, economy and the impact on portfolios that are managed by Ladenburg Asset Management. Below is Phil Blancato’s bio as well as the link to the most recent client call.
Meet Phil Blancato
PHILIP S. BLANCATO
Philip is the CEO and President of Ladenburg Thalmann Asset Management (“LTAM”) and Chairman of the firm’s Investment Policy Committee, which is responsible for security selection and asset allocation in the portfolios of LTAM’s investment management programs. He is also President of Ladenburg Thalmann Capital Agency, and Member of the Boards of Directors for Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors, Inc., Premier Trust, and Securities America, Inc.
Philip is a twenty-two year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Prior to joining Ladenburg Thalmann he worked for PowellJohnson as the Managing Director of Advisory Services where he directed the creation and implementation of a suite of fee-based platforms. Philip also worked for Prudential Securities beginning in 1990 where he held various positions within the Investment Management Services division. In 1996 he assumed the role of First Vice President and Director of Portfolio Management Programs. His primary function was to develop and improve upon the positioning and functionality of discretionary fee-based programs. During Philip’s tenure the Portfolio Management division became one of the most successful divisions within Prudential Securities with assets in excess of $16 billion.
Philip received a Bachelor of Science in Finance from Kean University and a Marketing Continuing Education degree from New York University. Philip also completed the Securities Industry Association accredited program at Wharton Business School and the Accredited Investment Fiduciary course.
Link to the most recent market commentary:
Thanks for the time that you have shared listening to this market commentary. Please feel free to call if you would like to discuss these matters further.