See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

DA

Douglas Anderson

Senior Institutional Advisor at Mariner
Intro Book
Seasoned financial expert with extensive experience in investments and asset management.
  • Claim this Profile
Location
Tulsa, Oklahoma, United States, US
Skills
  • Investments
  • Mutual Funds
  • Asset Allocation
  • Management
  • Retirement
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Douglas Anderson is a seasoned financial expert with 25+ years of experience in investments, asset management, and financial advisory. He has advised over $15 billion of institutional assets and brings diversity of experience in strategic and tactical asset allocation, portfolio management, and policy documentation. Anderson holds a Bachelor of Science in Business Administration, Finance from the University of Tulsa.

Experience

  • Mariner
    • Tulsa, Oklahoma, United States
    • Senior Institutional Advisor
      • Apr 2024 - Present
      • Tulsa, Oklahoma, United States

  • AndCo - formerly The Bogdahn Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Consultant
      • Oct 2015 - Present

    • Senior Consultant
      • Oct 2015 - Present

      Doug Anderson is a Senior Consultant at The Bogdahn Group. He currently advises over $15 billion of institutional assets. He brings diversity of experience encompassing institutional client consulting, and working as a portfolio management and trader for an investment management firm. His consulting experience encompasses work in both strategic and tactical asset allocation strategy, process development and oversight, and policy documentation for public and private pension, operating, and foundation clients. He offers well-grounded knowledge of practical LDI portfolio construction.He has 25 years of financial industry experience. Doug has written research papers on a variety of investment topics. His research has focused on opportunistic and non-traditional assets, including core real estate, non-core real estate, high yield fixed income, and energy infrastructure assets such as Master Limited Partnerships. Prior to joining The Bogdahn Group, Doug was President of The Gregory W Group where he was also a Senior Consultant to many of the firm’s clients.Bachelor of Science Business Administration, Finance, University of Tulsa

  • gregory.w.group
    • Tulsa, Oklahoma
    • President
      • 2002 - Oct 2015
      • Tulsa, Oklahoma

  • Marquette Alliance, Inc.
    • Vice President
      • 1991 - 2002

Education

  • 1988 - 1992
    The University of Tulsa
    BSBA

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Advisory and Consulting”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles