BOCA RATON, Fla., July 2, 2019 /PRNewswire-PRWeb/ -- Filipp Kourenkov, a Portfolio Strategist with Baron Silver Stevens Financial Advisors, LLC, recently received his MBA® from Florida Atlantic University. According to FAU, their Executive MBA program was recently ranked among the best in the world by Bloomberg BusinessWeek. In addition, the program ranked #1 in Florida and #5 in the U.S. in terms of a student's return on investment (ROI) (SoFi), giving the program one of the nation's highest average salary-to-debt ratios after getting an MBA.
Filipp started his career with Morgan Stanley Wealth Management where he worked with an advisory team serving high net worth individuals; providing portfolio analysis, and assisting with security selection. He joined Baron Silver Stevens Financial Advisors as part of the portfolio strategy team in 2007 and was later promoted to Portfolio Strategist.
As the Portfolio Strategist, Filipp leads the Investment Policy Committee Meetings. He provides investment research ideas and strategies to the team and discusses the proper implementation and positioning of these ideas within client portfolios. During the firm's Investment Policy Committee meetings, all aspects of the client portfolios are discussed; including thoughts on the economy, the markets, politics and many other fiscal and geopolitical topics.
Additionally, Filipp oversees the firm's quarterly review process and works with the financial planning team monitoring client portfolios as well as finding new potential investment opportunities. Filipp also serves as the communication liaison between Baron Silver Stevens Financial Advisors and the many investment firms and financial institutions the firm may utilize within client portfolios. Filipp currently holds his Series 7 registration.
Baron Silver Stevens Financial Advisors, LLC is a Boca Raton based boutique financial planning and wealth management firm. The dedicated and experienced team maintains a strong commitment to exceeding expectations. Every one of the team members is handpicked, compassionate, highly skilled, and dedicated to their clients' long-term success. Baron Silver Stevens Financial Advisors, LLC is rooted in professional knowledge, integrity, and personalized service. For more information about the firm, please visit https://bssfa.com/.
SOURCE Baron, Silver, Stevens Financial Advisors, LLC
Share this article