Anna Esoda

Portfolio Manager-Equities at

Sage Mountain Advisors LLC

Finance

Consumer Services

Profile

Ms. Anna Reid Esoda, CFA, is a Vice President of Portfolio Management at Sage Mountain Advisors LLC.
She has over 10 years of experience in the financial services industry.
Prior to joining the team, Ms. Esoda was a Senior Client Transition Manager at SignatureFD.
She graduated from the University of North Carolina at Chapel Hill in 2012 with a degree in Business Administration.

Anna Esoda active positions

Companies	Position	Start
Sage Mountain Advisors LLC Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain primarily allocates client assets among various mutual funds, exchange traded funds (ETFs), real estate investment trusts (REITs) and independent investment managers in accordance with their stated investment objectives. The firm focuses on downside risk, and stress tests portfolios using historical and projected asset class returns, risk and correlations to quantify potential losses in periods of market stress. They also analyze portfolios using methods such as Monte Carlo simulation to project future portfolio values over time.	Portfolio Manager-Equities	2022-01-31

All active positions of Anna Esoda

Former positions of Anna Esoda

Companies	Position	End
SignatureFD LLC SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s).	Analyst-Equity	2021-12-31

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Linked companies

Private companies	3
SignatureFD LLC SignatureFD LLC Investment ManagersFinance SignatureFD primarily allocates client investment assets among various mutual funds and ETFs (exchange traded funds), on a discretionary basis, in accordance with the client’s designated investment objective(s).	Finance
Kenan-Flagler Business School Kenan-Flagler Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sage Mountain Advisors LLC Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain primarily allocates client assets among various mutual funds, exchange traded funds (ETFs), real estate investment trusts (REITs) and independent investment managers in accordance with their stated investment objectives. The firm focuses on downside risk, and stress tests portfolios using historical and projected asset class returns, risk and correlations to quantify potential losses in periods of market stress. They also analyze portfolios using methods such as Monte Carlo simulation to project future portfolio values over time.	Finance

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