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Jesica G. Radenheimer

Associate Portfolio Administrator at Avalon Advisors LLC
Overview
Relationships
Paths
Career History

Jesica G. Radenheimer

Associate Portfolio Administrator at Avalon Advisors LLC

Overview

Number of Relationships
This person is connected to 69 people.

Relationships See Details


Managing Director Client Advisor at Avalon Advisors LLC

Managing Director Head of Equity Analytics at Avalon Advisors LLC

Partner & Head of Equity Management Portfolio Manager-Equity Income at Avalon Advisors LLC

Managing Director Portfolio Manager-International Equities, Global Equities at Avalon Advisors LLC

Managing Director Client Advisor at Avalon Advisors LLC

Head, Credit at Avalon Advisors LLC

Managing Director Portfolio Manager-Tax Exempt Fixed Income at Avalon Advisors LLC

Managing Director Head of Fixed Income Management Portfolio Manager-Taxable/Tax Exempt Fixed Income at Avalon Advisors LLC

Partner, President of Avalon Wealth Management & Client Advisor at Avalon Advisors LLC

Managing Director Client Advisor at Avalon Advisors LLC
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Career History

Associate Portfolio Administrator
Current
Avalon Advisors employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and (where possible) aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. Avalon may suggest that clients invest in private funds some of which are managed by Avalon. They may also utilize hedging, options or derivatives and leverage to achieve investment objectives and may, for temporary defensive purposes, hold a significant portion of an account's assets in cash or cash equivalents should circumstances warrant.

Other Affiliations

Jesica G. Radenheimer is affiliated with Avalon Advisors LLC.

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