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

In this special rerelease of one of our most insightful episodes, we revisit our enlightening conversation with Jennifer DeSisto, the Chief Investment Officer of Anchor Capital Advisors. With $7.4 billion in assets under management as of September 30, 2023, Jennifer brings a wealth of knowledge and experience in asset allocation, manager selection, and portfolio management.

In this episode, Jennifer takes us through her professional journey, detailing the evolution of her career in manager research and asset allocation, and the lessons learned along the way. She offers a behind-the-scenes look at managing a diverse portfolio and balancing in-house strategies with external manager selection, highlighting the strategic approach of Anchor Capital in managing approximately $4.9 billion with external managers across all asset classes.

Jennifer also delves into the crucial aspects of business management and product development within Anchor Capital, discussing how the firm adapts to market demands and technological advancements.

For aspiring finance professionals and industry enthusiasts, this episode is packed with invaluable advice and perspectives from one of the industry’s leading investment minds. Whether you’re hearing it for the first time or revisiting it, this episode with Jennifer DeSisto is an essential listen for anyone interested in the dynamics of investment management and the evolving RIA landscape.