About Etta Mayo:
Hands on experience in portfolio management, covering areas all over the sector including (Asset location, diversification, finance, compliance, marketing, strategy, rebalancing, business intelligence and more), making
decisions about investment mix and policy, matching investment to objectives, assets allocation for individuals and institutions (Wealth Assets Financing) and rebalancing risk against performance.
Could be passive or active in the case of mutual and exchange traded funds (ETFs), index investing, actively managing a funds portfolio (Wealth Assets Financing) through investment decisions based on research and decisions on individual holdings.
Assets Allocation is the key to portfolio management. As a professional portfolio manager, I totally understand that different types of asset do not move in concert. I seek to optimize the risk/reward profile of an investor by investing
in a mix of assets that have low correlation to each other. I use a more prudent approach to create a basket of
investment that provides broad exposure within an asset class.
Experience
OKCoin
Business Developer and HR Specialist
From 2018 - Present
PwC
Chartered Financial Analyst
From 2011- 2017
TIAA
Financial Advisor
From 2005 - 2010
Education
- Bachelor of Business Administration - BBA, Business Administration, Management and Operations at New York University
- Master of Public Administration - MPA, Accounting and Business/Management at The University of Texas at Austin
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