AndhraNews.net
Home » Business News » 2014 » October » October 2, 2014

Glovista Investments LLC Announces the Appointment of Dennis Tracey as Head of Marketing & Client Services, and the Addition of Aaron Soderberg and Eric Dale as Managing Directors Within the Marketing Team


October 2, 2014 - Jersey City, NJ

Glovista Investments LLC, an investment manager specializing in Global Macro and Emerging Market strategies, announces the appointment of Dennis Tracey as Managing Director and Head of Marketing & Client Services, and the addition of Aaron Soderberg and Eric Dale, CFP®, CAIA as Managing Directors within Glovista's marketing team. "This group of highly experienced professionals provides our firm a very strong marketing and client services team," stated Co-Founder and Deputy-CIO, Darshan Bhatt, CFA. "We look forward to continued growth and effective client service further supported by Dennis, Aaron and Eric. We benefit greatly as these three outstanding professionals are not foreign to us, having been longstanding proponents of Glovista's strategies at their prior firms -they aren't new to us nor we to them," added Dr. Carlos Asilis, Co-Founder and CIO.

Dennis Tracey has over 25 years of experience in the investment marketplace. Prior to Glovista, Dennis was instrumental in marketing Glovista's strategies at Parenteau Associates as Partner and Managing Director. Before Parenteau, Dennis was Director of Marketing & Client Services at Simms Capital Management, beginning his career at Aetna. He received his MBA from The University of Hartford and a BA in Economics from Eastern Connecticut University.

Aaron Soderberg will be focusing on the Midwest region, serving clients within the institutional, public and RIA marketplace. He brings over 20 years of financial markets experience to the team. Aaron marketed Glovista's strategies at his prior firm, Parenteau Associates. He received his BA in International Relations, East Asian Studies from the University of Minnesota.

Eric Dale brings extensive institutional and international experience to the marketing team, having worked for 9 years at Credit Suisse and nearly 30 years at Merrill Lynch. Eric has worked with Glovista's strategies while serving as National Sales Manager at Credit Suisse. He has worked at Merrill Lynch in Amsterdam (as MD, Benelux & Nordic countries), Bahrain, Geneva, London and New York. He earned his MA in Mathematics and Natural Philosophy from Edinburgh University, Scotland and his MSc in Advanced Mathematics from Christ Church, Oxford University, England. He is a CFP® certificant and a CAIA Charter holder.

Glovista Investments is an SEC-registered and GIPS®-compliant investment advisor with offices in New Jersey, Florida and California. Glovista employs global-macro analysis (top-down) combined with a deep value focus to generate risk-adjusted returns for investors. Glovista manages two flagship strategies for clients including State and Municipal pension funds, Endowments, Foundations, RIAs, Family Offices and individuals: the Emerging Market Equities strategy and the Global Tactical Asset Allocation strategy (GTAA). The Emerging Market Equities strategy has a 15 year GIPS compliant verified track record and has outperformed the MSCI Emerging Markets Index in 12 of 15 years. The GTAA strategy has a 7 year track record which has outperformed balanced and hedge fund indices since inception.

Darshan Bhatt
Email Contact

MarketWire

Comment on this story

Share