Resumes
Resumes
Portfolio Manager - Family Office Services
View pageLocation:
Cincinnati, OH
Industry:
Investment Management
Work:
Mariner Wealth Advisors Jan 2017 - Oct 2018
Portfolio Manager
Johnson Investment Counsel Jan 2017 - Oct 2018
Portfolio Manager - Family Office Services
Fund Evaluation Group, Llc 2015 - 2017
Research Analyst - Private Capital
Arx Investment Partners Aug 2013 - Mar 2015
Investment Analyst
Coronation Fund Managers Nov 2012 - Dec 2012
Graduate Intern
Portfolio Manager
Johnson Investment Counsel Jan 2017 - Oct 2018
Portfolio Manager - Family Office Services
Fund Evaluation Group, Llc 2015 - 2017
Research Analyst - Private Capital
Arx Investment Partners Aug 2013 - Mar 2015
Investment Analyst
Coronation Fund Managers Nov 2012 - Dec 2012
Graduate Intern
Education:
Cfa Institute 2016 - 2017
Cfa Institute 2013
University of Cape Town 2008 - 2012
Bachelors, Business, Finance Bhc School of Design 2007
Cfa Institute 2013
University of Cape Town 2008 - 2012
Bachelors, Business, Finance Bhc School of Design 2007
Skills:
Valuation
Financial Modeling
Asset Management
Alternative Investments
Finance
Derivatives
Financial Markets
Fundamental Analysis
Financial Analysis
Equities
Economics
Emerging Markets
Fixed Income
Equity Valuation
Financial Modeling
Asset Management
Alternative Investments
Finance
Derivatives
Financial Markets
Fundamental Analysis
Financial Analysis
Equities
Economics
Emerging Markets
Fixed Income
Equity Valuation
Interests:
Competitive Dancing
Investing
Reading
Scuba Diving and Watching Sport
Fitness
Hiking
Africa
Travel
Investing
Reading
Scuba Diving and Watching Sport
Fitness
Hiking
Africa
Travel
Languages:
English
Afrikaans
Afrikaans
Certifications:
Vba (Visual Basic For Applications) Programming For Excel
Padi Open Water Diver
Chartered Financial Analyst (Cfa) Charterholder
Padi Open Water Diver
Chartered Financial Analyst (Cfa) Charterholder