Economic Resilience: From Inflation Peaks to Market Stabilization
Since 2020, the global economy has navigated through a period of unprecedented turbulence. The onset…
Chief Investment Officer | Financial Advisor, RJFS
About Taimi Bek
- Series 66, Series 7
- CFA Level 1 Candidate
- B.S. Finance: Investment Analysis – University of South Florida
- M.S. Financial Mathematics – John Hopkins University
I create and lead the group’s investment strategy, Asset Allocation, Portfolio Analytics, and overall long-term strategic portfolio and near-term tactical Asset Allocation Investment Process.
My past roles in the Financial Industry include MetLife, Capgemini, and InvestCloud where I accumulated practical knowledge and combined tech solutions with Asset Management and portfolio construction.
I earned a Bachelor of Science in Finance from the University of South Florida, working on my Master of Science in John Hopkins University, and currently a CFA level 1 candidate
Top and foremost, the opportunity to help our clients reach their long-term goals. On the technical side, a considerable chunk of my work exposure to financial data coming from all directions and transforming them into useful information. Also, I’m particularly passionate about portfolio construction and wealth management strategies.
Recent Blogs From Taimi
The Status of the Dollar
The Status of the Dollar In the past year, the US dollar showed significant strength…
The interesting case of fixed income
The past decade was unique in a way that will be remembered for many decades…
Recent Fintalk Videos:
FINtalk with Taimi Bek | Market Update | February 2024
February’s market update with Taimi Bek is in! Dive into how tech leads the charge in the…
