Portfolio Insights: Effective Investment Strategies in the Current Market

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Speakers

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Ryan Barksdale, CFA, CFP®
Portfolio Review Department
Head of Advisor Portfolio Analytics & Consulting

Ryan Barksdale is the Head of Advisor Portfolio Analytics & Consulting within Vanguard’s Financial Advisor Services Division. He leads a team of 15-20 individuals who leverage a robust analytical toolkit and deep investment expertise to provide objective and actionable guidance for Advisors throughout the portfolio construction decision-making process. Mr. Barksdale is also responsible for overseeing Vanguard’s portfolio construction digital tools targeted toward financial advisors.

Prior to his current role, Mr. Barksdale served as a Senior Investment Director in Vanguard’s Portfolio Review Department. He focused on fund oversight and manager research, with an emphasis on international/global equity. He also previously worked directly with individual clients as a financial advisor in Vanguard’s Advice Services Group.

He graduated Magna Cum Laude from LaSalle University with a degree in finance, and earned his M.B.A. from St. Joseph’s University. He currently holds the Certified Financial Planner designation (CFP®) and is a CFA charterholder (CFA). He is a member of the CFA Institute and CFA Society of Philadelphia.