Anthony Shufflebotham
Consultant at Lakeview Finance | Cambridge, Massachusetts, United States
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Anthony Shufflebotham is a dynamic investment management leader at Lakeview Finance, where he leverages his diverse expertise in research, portfolio management, and client engagement to deliver tailored financial consulting services to medium-sized asset managers and nonprofit organizations. In his current role as a Consultant, Anthony focuses on building high-performing teams and fostering strong client relationships, ensuring that he fully understands their unique objectives and financial aspirations.
One of Anthony's key projects involves developing innovative investment strategies that not only align with client goals but also contribute to positive excess returns. His proficiency in portfolio management, asset allocation, and quantitative analytics enables him to craft solutions that are both effective and sustainable. By employing a blend of traditional and alternative investment methods, he helps clients navigate complex market landscapes, optimizing their portfolios across equities, fixed income, and ETFs.
In addition to his technical acumen, Anthony excels in relationship management, providing exceptional client services that enhance overall satisfaction and trust. His ability to project financial statements and offer comprehensive financial advisory services ensures that clients receive the insights they need to make informed decisions. With a strong foundation in equity research and investments, Anthony is dedicated to empowering clients and driving their financial success, making him an invaluable asset to the Lakeview Finance team.
Consultant at Lakeview Finance in January 2014 to Present
Financial Advisor at Edward Jones in August 2018 to October 2019
Consultant - New Business Opportunity at Cadence Capital Management in January 2013 to January 2014
Co-Founder & CFO at The Innovation Institute in January 2012 to January 2013
Managing Director Head of Quantitative Research at Invesco in January 1998 to January 2011
Manager Fixed Income Analytics at Putnam Investments in January 1996 to January 1998
Product Development Manager at Sungard Financial Systems in January 1994 to January 1996
Product Specialist/Programmer at COLONIAL MANAGEMENT in January 1989 to January 1994
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Boston College Carroll School of Management, MS, August 1997 to August 1998
Oxford Brookes University, BSc, August 1982 to August 1986
Harvard Extension School, August 1997 to August 2026
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Portfolio Management
Equities
Asset Allocation
Quantitative Analytics
Investment Strategies
Investments
Investment Banking
Equity Research
Bonds
Investment Management
ETFs
Mergers & Acquisitions
Alternative Investments
Hedge Funds
Fixed Income
Asset Management
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What is Anthony Shufflebotham email address?
Email Anthony Shufflebotham at [email protected]. This email is the most updated Anthony Shufflebotham's email found in 2026.
What is Anthony Shufflebotham phone number?
Anthony Shufflebotham phone number is 617-491-1645.
How to contact Anthony Shufflebotham?
To contact Anthony Shufflebotham send an email to [email protected]. If you want to call Anthony Shufflebotham try calling on 617-491-1645. (updated on September 02, 2024)
What company does Anthony Shufflebotham work for?
Anthony Shufflebotham works for Lakeview Finance
What is Anthony Shufflebotham's role at Lakeview Finance?
Anthony Shufflebotham is Consultant
What industry does Anthony Shufflebotham work in?
Anthony Shufflebotham works in the Investment Management industry.
Anthony Shufflebotham Email Addresses
Anthony Shufflebotham Phone Numbers
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