Jerry Hendricks
Portfolio Manager
Director
jhendricks@strategasasset.com
- Mr. Hendricks is a Director and Portfolio Manager at Strategas Asset Management. He leads the analytical support functions for each of the Adviser’s investment strategies and serves as an experienced adviser to the various portfolio managers. He serves as a co-Portfolio Manager for both the Global Policy ETF and the Macro Thematic ETF.
- Mr. Hendricks began his investment career as a technical analyst within the Equity Research department at Lehman Brothers. While at Lehman, he earned an M.B.A. in Finance from Fordham University. He also became a Chartered Market Technician, authoring a paper analyzing the relationship between put-call ratios and the S&P 500 index to complete level III of the program.
- Following his tenure at Lehman, Mr. Hendricks joined Columbus Circle Investors as a Senior Analyst responsible for Portfolio and Technical Analytics. While at Columbus Circle, Mr. Hendricks expanded his expertise, and honed his skills as a macro strategist, providing top-down insight to adjust the portfolios as applicable. While at Columbus Circle, Mr. Hendricks earned his Chartered Financial Analyst designation.
- After ten and half years at Columbus Circle, Mr. Hendricks joined Merrill Lynch Wealth Management, where he provided advice for high-net-worth individuals and businesses. Mr. Hendricks joined Strategas Asset Management in 2021.
Latest Comment
Topics In Wealth Management: Portfolio Options for Increased Tax Efficiency
Sep 23 2024
Strategas Asset Management Portfolio Manager Jerry Hendricks discusses ETF tax efficiencies and how the Strategas Global Policy Opportunities ETF (SAGP), the Strategas Macro Thematic Opportunities ETF (SAMT) and the Strategas Macro Momentum ETF (SAMM) have an added layer of efficiency when compared to most other single themed ETFs
Topics In Wealth Management: Being Earnest About Earnings – Discussing the Upcoming Earnings Season with your Clients
Jul 23 2024
Strategas Asset Management Portfolio Manager Jerry Hendricks discusses that value of understanding earnings and the impact earnings season can have on the individual investor's portfolio