Ms. Wolf oversees Gyroscope’s Customized Hedging Solutions. She educates clients and Financial Advisors on hedging, diversification, and other wealth enhancement and protection strategies, and structures these transactions. Ms. Wolf has also acted on Gyroscope’s Investment Committee since 2010. Previously, Ms. Wolf worked as Senior Vice President of Wealth Management at Moors & Cabot focusing on hedging and diversification strategies, and in Legg Mason’s Corporate and Executive Services Group where she was also Director of Client Service with responsibility for coordinating all the team's services for individual and corporate clients. She joined Legg Mason from Chesapeake Bank and Trust, where she acted as liaison between the bank's trust and brokerage areas and consulted on special projects. Ms. Wolf received a Bachelor of Arts degree from Washington College and completed the Hansard Scholars Programme in Parliamentary and Public Policy Studies at the London School of Economics.
As we continue to see market volatility, a lack of income opportunities, and concerns regarding valuations, the opportunity inherent in equity risk management strategies has never been more apparent. Gyroscope Capital Management supports investors who find a significant portion of their net worth in concentrated equity positions. In this webinar, we will:
Speakers: Michael J. Egan, CFP®, CIMA® and Sarah Wolf
We are quantamental managers, while fundamental factors are critical, we ultimately believe that quantitative implementation, guided by investment professionals, leads to the most effective portfolio management.