IWC Asset Management has appointed Kenneth Roberts as Portfolio Manager.
Roberts joined the firm with over 20 years of experience in the investment industry as investment adviser, branch manager for a major Wall Street firm, proprietary trader and portfolio manager. He has been a contributor to the renowned investment web site TheStreet.com for several years.
For the past 10-plus years of his career, Roberts’ specialisation has been risk management of tax-sensitive equity portfolios using the cover-call and put-write strategies. He comes to IWC Asset Management after a long tenure at Wespac Advisors.
IWC Asset Management is an investment advisor registered with the US Securities & Exchange Commission. At the firm, Roberts will continue his specialisation of risk management of tax-sensitive equity portfolios.
Commenting on the announcement, Michael Lambrecht, principal of IWC Asset Management, says: “Ken brings great depth of equity risk management experience to our firm. We’re fortunate to have him on our team.”