E*TRADE Capital Management Market Commentary

Webinar
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Summary

The E*TRADE Capital Management investment strategy team share their insights and perspective on current market happenings.

Speakers

Mike Loewengart
Managing Director, Investment Strategy, E*TRADE Capital Management, LLC

Mike Loewengart is the Managing Director of Investment Strategy for E*TRADE Capital Management, LLC. Mike is responsible for the asset allocation and investment vehicle selections used in E*TRADE’s advisory platforms. Prior to joining E*TRADE in 2007, Mike was the Director of Investment Management for a large multinational asset management company, where he oversaw corporate pension plan assets. Early in his career, Mike was a research analyst focusing on investment manager due diligence for the consulting divisions of several high-profile investment firms. Mike holds series 7, 24, and 66 designations, as well as the Chartered Alternative Investment Analyst (CAIA) designation. He is a graduate of Middlebury College with a degree in economics.

Andrew Cohen, CFA
Executive Director, Morgan Stanley WM Global Investment Office

Andrew Cohen is an Executive Director in the Morgan Stanley Wealth Management Global Investment Office and an investment strategist for ETCM LLC. Prior to joining E*TRADE, he was the Director of Investments and Operations for a large Registered Investment Advisor, where his responsibilities included investment manager research, asset allocation, and portfolio construction. Previously, he was a Senior Research Analyst and Team Leader for a leading wealth management platform. He is a Chartered Financial Analyst (CFA®) charterholder and a member of the CFA Institute and CFA Society New York. He is a graduate of Virginia Tech with a Bachelor of Science (B.S.) in finance.

Mark Hansen
Vice President, Morgan Stanley WM Global Investment Office

Mark Hansen is a Vice President in the Morgan Stanley Wealth Management Global Investment Office and an investment strategist for ETCM, LLC. Prior to joining E*TRADE in 2006, Mark was an Assistant Vice President (AVP), within the Private Client Services division for TD Ameritrade with a focus on the asset management of high-net-worth individuals. Mark started his career in 1998 as a registered representative and has held various roles within the retail brokerage industry. Mark is a graduate of the University of Wisconsin–Eau Claire, with a BBA in finance–investments and maintains the Chartered Retirement Planning Counselor® (CRPC®) and Certified Investment Management Analyst® (CIMA®) designations.