Thomas Yorke, Managing Director at Oceanic Capital and a Portfolio Manager on Covestor, the online investment company, where people can automatically copy Tom’s trades joins Enterprise Radio.
Listen to interview with host Eric Dye & guest Thomas Yorke discuss the following:
- How did you get into the financial advisory business, could you give us a brief background?
- What makes your investment style unique?
- What exactly is Asset Allocation or the “endowment” style?
- Do you have any specific tools you use that are part of your research?
- What exactly is meant by “re-balancing” and avoiding close “correlations to your primary Business”
Duration: 10:21
Thomas H. Yorke is a Portfolio Manager on Covestor, the online investment management marketplace. He offers 2 portfolios that people can copy on Covestor: the Global Diversified Conservative portfolio and the Global Diversified Aggressive portfolio.
Tom is also the Managing Director of Oceanic Capital Management, a registered investment adviser based in New York. He founded the company in 2008 after a 25-year career in institutional markets. Previously, Tom worked as Managing Director at Tokai Securities, and as a Vice President at Lehman Brothers.
Tom has several securities registrations including registered representative, general securities principal, equity trader, options principal, and a registered investment adviser representative.
Web Sites: www.covestor.com/oceanic-capital | www.Oceanicap.com
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