Dakota Live! Podcast: Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

Jennifer DeSisto, Chief Investment Officer of Anchor Capital Advisors joins us at Dakota Live! to take us through her experience from portfolio manager to asset allocator and what she has learned over the years to help her build multi-asset portfolios on behalf of her clients. Jennifer's responsibilities as CIO include manager selection, asset allocation, business management, and product development for Anchor’s $8.5 billion in assets under management. Anchor Capital is a Boston-based Registered Investment Advisor, managing approximately $5.5 billion with external managers across all asset classes, and an additional $3 billion in fundamental, in-house value-based equity and fixed income strategies. Founded in 1983, Anchor Capital is the 10th largest independent investment adviser in Massachusetts.  Tune in to this informative and wide-ranging discussion from employing a founder's mentality to asset allocation and manager research to the importance of increasing diversity in the asset management industry.