Jean Paul Lagarde
Chief Investment Officer at Advisor Resource Council LLC
Profile
Mr. Jean P.
Lagarde is a Chief Investment Officer at Advisor Resource Council LLC.
He leverages his expertise in portfolio construction, and risk mitigation— particularly through the use of options contracts—to reshape the risk/reward curve of equity market exposure.
He believes that risk-reduction should be at the core of financial plans, and the resulting investment portfolios should be designed to meet their determined objectives.
He shares ARC’s core believe that investment risk should be actively managed, and he does his part to ensure this by running various investment strategies designed to utilize options that both reduce risk and generate low-risk income.
After graduation, his first full-time role was as an institutional equity analyst for a regional investment bank that specialized in the energy sector.
From there he he transitioned to institutional sales where he advised banks, mutual funds, trusts, and hedge funds on their equity portfolios.
His goal was to eventually transition into the institutional asset management space, so after spending some time in Latin America doing private investment, Jean Paul returned to Dallas to work with a unique RIA whose practice reduced market risk from options contracts via a sophisticated asset management program.
This RIA was also in the process of launching a hedge fund to offer asset management services to both institutions and family office centered clientele.
Jean Paul served as senior analyst and assisted the CIO/Portfolio manager in portfolio construction.
He received his undergraduate degree from the University of Dallas and an MBA from the University of Dallas.
Jean Paul Lagarde active positions
Companies | Position | Start |
---|---|---|
Advisor Resource Council LLC
Advisor Resource Council LLC Investment ManagersFinance Advisor Resource Council LLC (ARC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2012 as 360 Wealth Management LLC. ARC provides asset management services, financial planning and consulting, retirement plan consulting, and referrals to third party money managers. | Chief Investment Officer | 2018-07-31 |
Former positions of Jean Paul Lagarde
Companies | Position | End |
---|---|---|
Lindus Advisors, Inc.
Lindus Advisors, Inc. Investment ManagersFinance Lindus Advisors, Inc. provides investment advice. The private company is based in Dallas, TX. | Corporate Officer/Principal | 2015-09-30 |
Capital One Bank (Usa), National Association (55326) | Corporate Officer/Principal | 2005-11-30 |
Training of Jean Paul Lagarde
University of Dallas | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Lindus Advisors, Inc.
Lindus Advisors, Inc. Investment ManagersFinance Lindus Advisors, Inc. provides investment advice. The private company is based in Dallas, TX. | Finance |
Advisor Resource Council LLC
Advisor Resource Council LLC Investment ManagersFinance Advisor Resource Council LLC (ARC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2012 as 360 Wealth Management LLC. ARC provides asset management services, financial planning and consulting, retirement plan consulting, and referrals to third party money managers. | Finance |
Capital One Bank (Usa), National Association (55326) | Finance |
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