Tag Archives: etf expert

This Morgan Stanley FA is the “Go-to-Guy” re ETFs..

September 29, 2014 MarketsMuse Staff Reporter Leave a comment

Below is courtesy of extract from ThinkAdvisor.com Sept 29 edition

Search far and wide, but you’re unlikely to find many financial advisors as shrewd about investing with exchange-traded funds as Shelley Bergman, managing director-senior portfolio manager of The Bergman Group at Morgan Stanley on Fifth Avenue in New York City.

Bergman was smart enough to start using ETFs more than eight years ago, when the flexible investment vehicle was in its infancy. Today, the ETF market boasts a whopping $2 trillion in assets and is the fastest growing product on the market. Bergman and his clients are, increasingly, reaping the rewards.

He is a 30-year-plus advisor and ranked No. 5 on Barron’s Top 100 Advisors list for 2014. A Chairman’s Club member, Bergman is the sole advisor of his eight-person team, managing about $3.5 billion in assets for high-net-worth and ultra-high-net-worth clients.
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ETF News, People Profiles

July 4 Reading Material for ETF’ers : A Closer Look at Wall Street

July 2, 2014 MarketsMuse Staff Reporter Leave a comment

MarketsMuse Editor Note: Below excerpt courtesy of ETF Industry Icon Ron Delegge from his best selling Gents with No Cents is a great teaser for any and all wing-tip types who are looking for a fun read while enjoying the July 4 holiday weekend. Ron’s day job includes publishing the ETF Guide and providing The Portfolio Report Card. (see below for links!)

Preserved deep within a corporation’s bowels is an extraordinary creature unlike any other — the corporate executive. Before you’ve even started your day, he has already been on a three-hour conference call with Asia about a big merger. Before that, he was yelling at Europe while you were tucking in the kids. Most people sleep when they sleep, but he works. The corporate executive is not a lazy man.

In our examination of corporate executives, we must remember to never judge. We must also remember that a stereotype is not a stereotype, especially if it’s true. Continue reading →

ETF News, People Profiles

Agency-Execution Firm Adds More ETF Experts

February 5, 2014 MarketsMuse Staff Reporter Leave a comment

February 5, 2014 -WallachBeth Capital LLC, a leading provider of institutional execution services, announced today that program trading expert Thejas Nalval has joined the firm in the newly created role of Director, ETF & Portfolio Strategy.

Mr. Nalval comes to WallachBeth with ten years of industry experience. Prior to his most recent role in the Market Risk group at J.P. Morgan & Co., Naval spent seven years at Goldman Sachs where he was responsible for trade execution and risk management surrounding portfolio rebalances.

According to Michael Wallach, CEO of WallachBeth, “As the universe of institutional clients continues to embrace advanced indexing and customized program strategies, the expertise and insight that Thejas can provide when configuring and executing their strategies will further distinguish the role our firm plays in the marketplace. The addition of Thejas, as well as other recent hires to our team illustrates our commitment to continually evolve our offerings to help position our clients for growth and success.”