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  1. Home
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  3. Jesse Picunko
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Jesse Picunko

CFA
Portfolio Manager
RVW Wealth
Country or state 
United States (Tennessee)
Available to 
North America
City 
Memphis
Fee 
Languages 
English
Volunteer
No

Personal Details

Bio

Jesse has been involved in investment analysis and portfolio management for over two decades. He began his career at Decision Economics in New York, analyzing economic data and writing research briefs for a hedge fund and trading floor client base. After business school at Vanderbilt University, he worked at the Tennessee state employee pension system, managing a number of fixed income portfolios including Mortgage Backed Securities and TIPS. He then began working at Merrill Lynch as an analyst for a local team, and then RVW Wealth, bringing his institutional experience into the private wealth setting. His observations led to the writing of his book "Portfolio Management for Private Wealth".

Current position (1)

Portfolio Manager

RVW Wealth

Degrees (2)
Economics
Tufts University
1994 to 1998
MBA Finance
Vanderbilt University
2004 to 2006

Presentations

Presentations (1)
Investor Discipline

A review of theory and practice that investment advisors should know to build robust, controlled, and managed portfolios. The agenda includes how theory can guide our approach, the critical impact of benchmark selection, and how to choose and monitor the risks taken in the portfolio.

  • All (1)
  • Videos
  • Photos
  • Slides (1)
This speaker hasn't uploaded any videos yet.
This speaker hasn't uploaded any photos yet.
Interview with IARFC Philipines
This speaker hasn't uploaded any one sheet yet.
This speaker hasn't uploaded any press information yet.

Books & Articles (1)

Portfolio Management for Private Wealth
Amazon,
2021

Expertise (4)

Financial services
Private Wealth Management Portfolio Construction Investment Management
Recommendations
Why choose me? 

Discuss the practical skills of constructing robust client portfolios and managing risk

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