Graduate from Grand Valley State University with double major in Finance and Accounting. Experience in Social Responsible Investing and Equity analysis. Currently studying for my CFA while working as an Investment Analyst for a RIA managing high net worth clients investments.
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I work on a team that manages a $1.4 billion endowment for a non-profit cancer research organization. Prior, I worked in the credit department of a commercial community bank. Outside my 401k, I invest in individual stocks when I see a favorable opportunity. I do my best to keep a diversified portfolio, but tend to find myself most interested in small cap stocks.