Portfolio Commentary- Kezia Samuel & Sharla Rountree
Kezia Samuel is the Director of Client Portfolio Management at AssetMark. She is responsible for writing commentary on market performance and current events. She is also responsible for communicating the investment process, positioning and performance on the Guided Portfolios to clients. Kezia has over 19 years’ experience and transferred to the Investment Strategies Group in 2019, joining AssetMark through the acquisition of Global Financial Partners (GFPC) in 2019. Prior to GFPC Kezia spent 3 years as a senior portfolio strategist at Jackson National, 4 years as an investment team lead for JPMorgan’s private bank and 8 years as a derivatives trader for the investment bank at JPMorgan.
Kezia holds a BS in Chemistry and Computer Science from Fordham University. She holds the Chartered Alternatives Investment Analyst (CAIA) designation and is a Chartered Financial Analyst (CFA) level III candidate.