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Previous Director of Wealth Management Next RIA Operations Leader
CAN-2025-QSS765

Portfolio Manager

Function: Portfolio Management Location: Mountain West

Years of Experience

14+ years

Overview

Portfolio manager with 14+ years of experience in equity and fixed income portfolio management. Expert in fundamental analysis, risk management, and performance attribution.

Skills

Portfolio Management Equity Analysis Fixed Income Risk Management Performance Attribution Fundamental Analysis Quantitative Analysis CFA Charter Institutional Management

Education

MBA in Finance, University of Colorado Leeds School of Business
BS in Finance, University of Denver

Certifications

CFA Charter, FRM, CAIA

Full Description

Investment professional specializing in equity and fixed income portfolio management for institutional clients.

  • Managed $1.5B+ in institutional portfolios
  • Delivered consistent alpha generation across market cycles
  • Developed proprietary investment models and strategies
  • Led research team and investment decision-making process
  • Maintained top-quartile performance rankings

Contact Information

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