Symmetry Partners

09nov3:00 pm4:30 pm3:00 pm - 4:30 pm(GMT-05:00) 60/40 and Beyond: Axiom, Tax Alpha Program, Dynamic Risk Management

Hosts

 

Mr. Romano is responsible for supporting the business growth objectives of Symmetry’s strategic relationships. Working closely with the financial advisor community, Mr. Romano assists advisors in identifying and implementing a variety of tools and resources Symmetry has developed to help them grow their practices through improved efficiency. With more than 20 years of experience in the financial services industry, Mr. Romano was previously employed by Advest, Inc. as a Relationship Marketing Consultant in the Asset Management Services Department. Mr. Romano graduated from Assumption College in Worcester, MA earning a degree in Business Management. He currently resides in Woodstock, CT.

 

 

Mr. McDonald directly responsible for overseeing Symmetry Partners’ Research. Mr. McDonald joined Symmetry in April of 2010. Prior to joining Symmetry, he held several international investment management positions at Prudential Capital Group and worked as an internal consultant for The Hartford Financial Services Group. He received his B.S. in International Finance & Commerce from Georgetown University’s School of Foreign Service and his M.B.A. in Finance and Venture Consulting from the University of Connecticut. He became a CFA® charterholder in 2003, and a CAIA® charterholder in 2011.

Time

(Wednesday) 3:00 pm - 4:30 pm(GMT-05:00)

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FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.