Tax Strategies for the HNW Client (Part I)

John McDermott, Ph.D., Chief Investment Strategist, has worked with Symmetry since 2005. In his role, he manages and enhances Symmetry’s Evidence-Based solutions. A renowned scholar focused on the role of liquidity in financial markets, John has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets, and The Journal of Futures Markets.

Glenn Shirley, CAIA, Head of Investor Relations, Quantinno Capital Management. At Quantinno, Glenn manages everything from providing financial advice to clients and business partners to business development roles across numerous client segments in asset management. He began his career in Merrill Lynch’s Global Private Client Group, was a research analyst at KSM Capital Advisors, and served as a member of AQR’s business development team.