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I am currently a senior at UC Berkeley. I served as an Equity Research Officer before becoming the Fund Manager of Berkeley Investment Group. Our fund is long-term value orientated, while my personal account includes long-term as well as swing trades. I had the opportunity to learn more about market research by interning as an investment research analyst at North Berkeley Investment Partners, an advisory firm with over $250MM AUM. Most recently, I worked in Equity Research for Bank of America Merrill Lynch covering the Alternative Energy and Semiconductor sectors in San Francisco, where I will be returning to work full-time after graduation.
- Description: Undergraduate Student. Trading frequency: Weekly
- Interests: Dividend stock ideas & income, Energy stocks, Options, REITs, Stocks - long, Stocks - short
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