Charleston, South Carolina, United States
Contact Info
1K followers
500+ connections
About
Activity
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I came to the U.S. as a student 17 years ago but this will be the first time that I celebrate the 4th of July as an American citizen. I feel very…
I came to the U.S. as a student 17 years ago but this will be the first time that I celebrate the 4th of July as an American citizen. I feel very…
Liked by Christie Wootton, CFA
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We are thrilled to welcome Richmond Poindexter to the Fulton Peak team. As a Principal, Richmond will spearhead the establishment of FPC's…
We are thrilled to welcome Richmond Poindexter to the Fulton Peak team. As a Principal, Richmond will spearhead the establishment of FPC's…
Liked by Christie Wootton, CFA
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How it started ➡️ How it's going. 🥳 20 new affordable homes are ready to go thanks to Bridge North Charleston. The homes start at $149K, with up…
How it started ➡️ How it's going. 🥳 20 new affordable homes are ready to go thanks to Bridge North Charleston. The homes start at $149K, with up…
Liked by Christie Wootton, CFA
Experience & Education
Licenses & Certifications
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FINRA Series 7 License
Financial Industry Regulatory Authority (FINRA)
IssuedCredential ID Series 7
Publications
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Three ways to help improve retirement outcomes in a lower return world
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Off Balance: The unintended consequences of prioritizing one risk in target date fund design
Patents
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Method and system for evaluating target date funds
Issued USPTO 08255308
The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement date of that fund. A diversification level of each of the target date funds may be determined from the received information. An equity ratio may also be determined for each of the target date funds using the received…
The invention generally concerns systems, methods, and apparatus wherein a computer may receive information concerning a group of target date funds from a database. Information about the target date funds may comprise information about the glide path and the target retirement date of that fund. A diversification level of each of the target date funds may be determined from the received information. An equity ratio may also be determined for each of the target date funds using the received information. In some instances, the equity ratio may be based upon the amount of equity projected to be owned by the target date fund upon the target retirement date. After determining an equity ratio and a diversification level, a summary of the group of funds is output for review by a user. The summary may include a summary or graph of the diversification levels and equity ratios of the target date funds.
More activity by Christie
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President & CEO Darrin Goss, Sr. recently received the 2024 Emanuel Nine Humanitarian Award, an honor he says he accepted on behalf of the collective…
President & CEO Darrin Goss, Sr. recently received the 2024 Emanuel Nine Humanitarian Award, an honor he says he accepted on behalf of the collective…
Liked by Christie Wootton, CFA
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Incredibly excited about this new venture with our partners at ABP & APG. Also, a huge congratulations to our Dutch team.
Incredibly excited about this new venture with our partners at ABP & APG. Also, a huge congratulations to our Dutch team.
Liked by Christie Wootton, CFA
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Thank you for the birthday wishes! 🎈 We are proud you have trusted us to serve coastal South Carolina for the past five decades and look forward to…
Thank you for the birthday wishes! 🎈 We are proud you have trusted us to serve coastal South Carolina for the past five decades and look forward to…
Liked by Christie Wootton, CFA
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A fun morning volunteering with the Children's Museum of the Lowcountry as part of Greystar's Annual Finance Day of Giving. We were busy painting…
A fun morning volunteering with the Children's Museum of the Lowcountry as part of Greystar's Annual Finance Day of Giving. We were busy painting…
Liked by Christie Wootton, CFA
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Happy Birthday to us! Coastal Community Foundation turns 50 today 🎂 We started with a $9,000 donation in 1974 and have grown to more than $480…
Happy Birthday to us! Coastal Community Foundation turns 50 today 🎂 We started with a $9,000 donation in 1974 and have grown to more than $480…
Liked by Christie Wootton, CFA
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My daughter Emma Laskowitz called me after the first day of her first internship in NYC, commuting from Long Island to Penn Station and said - Dad!…
My daughter Emma Laskowitz called me after the first day of her first internship in NYC, commuting from Long Island to Penn Station and said - Dad!…
Liked by Christie Wootton, CFA
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Greystar was a proud sponsor of Florence Crittenton Programs of South Carolina's Legacy of Hope Brunch. In addition to Greystar's generous donation…
Greystar was a proud sponsor of Florence Crittenton Programs of South Carolina's Legacy of Hope Brunch. In addition to Greystar's generous donation…
Liked by Christie Wootton, CFA
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A Ribbon Cutting ✂ took place on June 4th marking the completion of 400-thousand square feet of Caliber by Greystar’s three Class A, highly flexible…
A Ribbon Cutting ✂ took place on June 4th marking the completion of 400-thousand square feet of Caliber by Greystar’s three Class A, highly flexible…
Liked by Christie Wootton, CFA
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Today marks my last day working at Further. This is a bittersweet moment of reflection, as I have had the privilege of working with some of the…
Today marks my last day working at Further. This is a bittersweet moment of reflection, as I have had the privilege of working with some of the…
Liked by Christie Wootton, CFA
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I was able to spend last Monday onsite with the Modern Living Solutions construction team at Ltd. Findlay and was able to meet up with Jim Gabriel.…
I was able to spend last Monday onsite with the Modern Living Solutions construction team at Ltd. Findlay and was able to meet up with Jim Gabriel.…
Liked by Christie Wootton, CFA
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📣 Exciting Leadership Announcement! 📣 We are thrilled to appoint Matt Woodland as the new AU Managing Director of Investment Management at…
📣 Exciting Leadership Announcement! 📣 We are thrilled to appoint Matt Woodland as the new AU Managing Director of Investment Management at…
Liked by Christie Wootton, CFA
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Congratulations to Bernie Mazyck for receiving the Charleston Metro Chamber of Commerce 2024 Joseph P. Riley Leadership Award. Your wisdom and…
Congratulations to Bernie Mazyck for receiving the Charleston Metro Chamber of Commerce 2024 Joseph P. Riley Leadership Award. Your wisdom and…
Liked by Christie Wootton, CFA
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Exciting news! Greystar is pleased to announce the appointment of Matt Woodland as the new AU Managing Director of Investment Management. Matt will…
Exciting news! Greystar is pleased to announce the appointment of Matt Woodland as the new AU Managing Director of Investment Management. Matt will…
Liked by Christie Wootton, CFA
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