E*TRADE Monthly Market Commentary July 2021
The E*TRADE Capital Management investment strategy team share their insights and perspective on current market happenings.
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.
Senior Director, Investment Strategy, E*TRADE Capital Management, LLC
Andrew Cohen is the Senior Director of Investment Strategy for E*TRADE Capital Management, LLC. Prior to joining E*TRADE, Andrew was the Director of Investments and Operations for a large Registered Investment Adviser, 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 CFA® charterholder and a member of both the New York Society of Security Analysts and CFA Institute. He is a graduate of Virginia Tech with a BS in finance.
Senior Director of Investment Strategy for E*TRADE Capital Management, LLC.
Prior to joining E*TRADE in 2006, he was AVP, Private Client Services 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 in the retail brokerage industry. Mark is a graduate of the University of Wisconsin–Eau Claire with a BBA in Finance – Investments and holds the Chartered Retirement Planning Counselor (CRPC) and Certified Investment Management Analyst (CIMA) designations.