In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Guy Kosov, CFA, Portfolio Manager with Private Asset Management, Inc., a fee based wealth and asset management firm.
Tune in as we discuss:
* investing for a trust fund
* the types and benefits of fixed income portfolios
* different fixed income funds for different stages of life & risk tolerance
* how Portfolio Managers help trustees
Guy graduated with a B.A. in finance from Fresno Pacific university in 2018 he was awarded a Chartered Financial Analyst (CFA) designation. Guy has experience in portfolio management and research. Before joining PAM Guy was a portfolio manager at PIMCO focusing on fixed income portfolios. Guy was raised in Israel and was a competitive swimmer for Israel's national team.
Connect with Guy:
* Company Website: https://www.pamgmt.com/
* LinkedIn: https://www.linkedin.com/in/guy-kosov-cfa-cfp-%C2%AE-2bb05065/
* Email: [email protected]
* Phone: 858-750-4200
About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share.
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Connect with Peter Bochnewich:
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