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Edgar Freitas

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Edgar is a Financial Markets Associate Director for Q4 with a BS in Finance from Rutger’s Business School and has been with Q4 since February of 2020. He started as a Capital Markets Senior analyst until he was promoted to associate director. His responsibilities include monitoring ownership of publicly traded clients by analyzing Depository Trust Company (DTC) settlements for broker-to-broker equity and listed corporate/municipal debt securities transactions. He also serves as the main point of contact for keeping Corporate Officers, Board of Directors, and Investor Relations apprised of their institutional ownership trends.
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russell rebalance
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  • 3 minute read

Russell Rebalance in 2023

  • byEdgar Freitas
  • June 22, 2023
The Russell indices are some of the most widely followed for investment managers and indexed funds. In 2022,…
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