Episode 2: Equity Market Rotation

In this episode of the Cary Street Partners CIO Conversation Series, Tom Herrick and Dan Suzuki, Richard Bernstein Advisors Deputy CIO, discuss the equity market rotation from large cap technology to cyclical.

Guest

Dan Suzuki, Deputy CIO, Richard Bernstein Advisors LLC

Dan Suzuki is the Deputy CIO at Richard Bernstein Advisors LLC. In his role, Dan is a senior member of the RBA Investment Committee and is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs.

Prior to joining RBA, Dan worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA’s Director of Research). Most recently, Dan was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500® EPS Outlook and US Small and Mid-Cap Strategy. Prior to working in strategy, Dan was a fundamental equity research analyst covering the Business Services sector. He is a frequent guest on CNBC, Bloomberg TV and is often quoted in leading financial publications including The Wall Street Journal, Financial Times and Barron’s.

Dan holds a BS in economics from Duke University, and he has been a Chartered Financial Analyst® charterholder since 2006.

Host

Thomas Herrick, Chief Investment Officer, Managing Director, Cary Street Partners

Tom has over 31 years of relevant wealth management experience and has been with Cary Street Partners since 2008. He is responsibe for the entire research effort of the firm, leading the team that oversees the asset allocation process for CSP Global Portfolios, the firm’s separately managed account offering.

Thomas Herrick

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