My vision is to optimize the value of assets through strategic planning and effective management.
Manage a portfolio of investments for high net worth clients, achieving an average annual return of 12%.• Develop and implement investment strategies based on client goals and risk tolerance.• Conduct thorough research and analysis of alternative investments, and other investment vehicles to identify opportunities for growth.• Monitor market trends and adjust investment strategies accordingly.• Communicate regularly with clients to provide updates on portfolio performance and discuss any changes to investment strategies.
Conducted research and analysis of alternative investments and other investment vehicles to identify opportunities for growth.• Assisted portfolio managers in developing and implementing investment strategies.• Monitored market trends and provided recommendations for adjustments to investment strategies.• Prepared reports and presentations for clients and senior management.
Outstanding Portfolio Manager Morningstar Award
September 10, 2021
