Dedicated investment professional and CFA Charterholder with experience managing equity and multi-asset investment portfolios, conducting investment manager search and due diligence, and financial modeling and forecasting. Analytical problem solver that has collaborated with investment advisors and financial planners to help families, individual, endowments, foundations, and other institutions achieve their financial goals. Specialties: Manager research and due diligence, portfolio management, asset allocation, and portfolio construction. Writing research reports, market commentary. market analysis and creating and delivering investment presentations. Well versed in environmental, social