David T. Reilly, CFA®
Vice President, Portfolio Consultant
Natixis Investment Managers Solutions
David Reilly is part of the Natixis Portfolio Analysis & Consulting team that provides portfolio research and construction consultation to wealth advisors using an array of qualitative insights and quantitative tools. He has over 26 years of investment industry experience.
Prior to joining Natixis, David spent nine years in research at LPL Financial where he was a member of the Investment Committee responsible for firm-wide asset allocation and due diligence. He frequently presents to financial professionals and clients on topics ranging from investment due diligence to economic and capital market trends.
David has an MBA from the Carroll Graduate School of Management at Boston College and is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
This material should not be considered a solicitation to buy or an offer to sell any product or service to any person in any jurisdiction where such activity would be unlawful.
985752.8.1
Related Articles
While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.
Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.
The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.
While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.