E*TRADE Monthly Market Commentary July 2021

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 Nania
Senior Investment Strategist, Investment Strategy, E*TRADE Financial

Andrew Nania is an Investment Strategist for E*TRADE Capital Management, LLC. Prior to joining E*TRADE in 2014, he was a Private Client Banker at JPMorgan Chase, where he was responsible for working with high-net-worth households on banking and investing. Andrew is a graduate of Amherst College where he received his Bachelor of Arts (B.A.) in religion and political science and is a Chartered Financial Analyst (CFA®) charterholder and member of the CFA Institute and CFA Society New York.

Mark Hansen
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.