Portfolio Manager

May 9, 2024

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A portfolio manager is an individual responsible for making investment decisions using the money given to them by clients. Portfolio managers work to maximize return potential and minimize risk, reflecting the client’s specific investment goals and risk tolerance. They may manage mutual funds, pensions, trusts, or private accounts, and must often report to investors on the performance and reasoning behind investment strategies.

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About the author 

Jenna Lofton, an expert in stock trading, investing, and financial planning, combines over a decade of experience with rigorous academic training. Holding dual MBAs in Finance and Business Administration from the University of Maryland, Jenna's expertise is grounded in a deep understanding of the financial markets. Her career, which started on Wall Street, has evolved into empowering others through her insights and analyses in the dynamic world of finance.


Based in New York City, Jenna's approach is informed by her hands-on experience as a former financial advisor and her keen observation of market trends. She is known for translating complex financial concepts into actionable strategies, making her a valuable resource for both seasoned investors and newcomers to the stock market. Her commitment to financial literacy and her ability to demystify investment principles have made her a respected and authoritative voice in the investment community.

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