Hristo Stefanov, CFA, CAIA
Hristo Stefanov is primarily responsible for managing Cetera Investment Management’s Manager Research Group, which is focused on delivering specific investment strategy recommendations. In this role, he is responsible for coordinating the efforts of the three-member Manager Research Team to deliver actionable and timely recommendations across a variety of asset categories, which can be used as ideas in portfolio implementation. Investment recommendations made by the team are represented in Cetera Investment Management's Research Select List, and also form the basis of other investment programs offered by the firm. A major part of the team's duties also involves maintaining ongoing monitoring of current recommendations.
Hristo has more than 20 years of experience in investment oversight, manager selection and monitoring. Prior to his current role he was responsible for overseeing Cetera Investment Management's Portfolio Strategy Group, where he was responsible for market insight and portfolio construction guidance. In this role he generated ideas to be used in Cetera Investment Management's strategic and tactical asset allocation strategies and incorporated the Research team's overall market outlook into portfolio construction and risk mitigation.
Hristo earned his Master of Business Administration with a concentration in finance from the University of California, Riverside. He holds the Chartered Financial Analyst®, Chartered Alternative Investment AnalystSM, and Certificate in Investment Performance Measurement™ designations as well as the Series 7 securities registration.