In today’s episode, Rusty and Robyn talk with Amy Magnotta, SVP and Head of Discretionary Portfolios at Brinker Capital Investments. 

Amy landed a job in investments right out of college. While it wasn’t her ideal job, she learned a great deal about investments, particularly fixed income. After stints at BlackRock and Franklin Park, Amy joined Brinker in 2006 and hasn’t looked back. Today Amy manages active and diversified portfolios, constantly focusing on helping advisors and clients achieve their financial goals through investments.

Amy talks with Rusty and Robyn about key qualities of top investment firms, the role of behavioral finance, why the pandemic helped women in finance, and her outlook on the evolution of portfolios.

“Challenge yourself to read opposing opinions. I think that’s hard for most people. It’s hard for me. But you should really be able to. Especially when you’re thinking about making investment decisions you should really be able to have that opposing opinion and make sure your thesis is bulletproof by being able to defend it.” ~ Amy Magnotta

Main takeaways 

• Mentors don’t need to be professionals in your field. Seek out whoever can be helpful.
• Read as much as you can, always ask questions, and always ask others how you can be helpful. Don’t worry about being annoying, worry about being an advocate for yourself. 
• Find ways to wade through the overwhelming amount of information that’s out there. Set a specific time to catch up on trends and reading each day and always read opposing viewpoints. 

Links

• Amy on LinkedIn
• Brinker Capital
• Franklin Park
• BlackRock
• SEI Investments
• Barron’s 
• The Weighing Machine 081: Behavioral Finance Strategies & Best Practices with Orion’s Dr. Daniel Crosby
• Dr. Daniel Crosby
• Odd Lots
• Masters in Business
• The Psychology of Money by Morgan Housel
• The Price You Pay For College by Ron Lieber
• An Economist Gets Lunch by Tyler Cowen

Connect with our hosts

• Rusty Vanneman
• Robyn Murray

Subscribe and stay in touch

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• Google Podcasts

1689-OAS-5/20/2021