DeFred G. Folts
Investment Committee Member at 3EDGE Asset Management LP
Profile
Mr. DeFred G.
Folts is Managing Partner & Chief Investment Strategist at 3EDGE Asset Management LP.
He is a member of the investment committee.
Previously, he served with Steve Cucchiaro for over 11 years on the investment committees at both Windward and Windhaven Investment Management, Inc. Most recently, he was the Chief Investment Strategist at Windhaven Investment Management.
After the acquisition of Windward by Charles Schwab, he was responsible for the distribution of Windhaven’s investment solutions throughout the entire Charles Schwab nationwide retail branch network.
Prior to joining Windhaven, he was co-founder and served as President of Saugatuck Securities a registered broker dealer firm which provided investment banking and capital raising services to hedge fund and private equity firms.
He began his career at The Boston Company, where he served as Vice President and Director of Global Funding for the then newly formed Boston Safe Deposit & Trust Co., (U.K.) Ltd., in London, England.
Mr. Folts received his B.A.
with a major in political science from Connecticut College and his M.B.A.
from IESE (Instituto de Estudios Superiores de la Empresa), a bilingual Spanish – English MBA program in Barcelona, Spain.
DeFred G. Folts active positions
| Companies | Position | Start |
|---|---|---|
3EDGE Asset Management LP
 3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations. | Investment Committee Member | 2016-01-19 |
Former positions of DeFred G. Folts
| Companies | Position | End |
|---|---|---|
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Market Strategist | 2015-02-17 |
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Corporate Officer/Principal | 2010-10-30 |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Corporate Officer/Principal | - |
The Boston Co. Holding LLC
 The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Corporate Officer/Principal | - |
Training of DeFred G. Folts
| Connecticut College | Undergraduate Degree |
| Instituto de Estudios Superiores de la Empresa | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
The Boston Co. Holding LLC
The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Finance |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
3EDGE Asset Management LP
3EDGE Asset Management LP Investment ManagersFinance 3EDGE Asset Management LP (3EDGE) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded by Stephen Cucchiaro in 2015. 3EDGE provides discretionary investment advisory services to separately managed account clients who generally include high net worth individuals, family offices and multi-family offices, as well as endowments and foundations, public and private retirement plans and corporations. | Finance |
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