I am an Investment Advisor Representative based in Indiana. I grew up in Lincoln, Nebraska. I graduated with a degree in Economics from Nebraska Wesleyan Univserity. During my collegiate years I was an active contributor to Wesleyan's Investment Group.
I briefly interned for a management firm (this firm managed around $12 Billion in assets); working under the equity specialist. At the time, we were designing a hedged portfolio - derived of X% long & X% short based on various criteria.
Currently I am an IAR - I assist individuals in the areas of financial developement - focusing on retirement strategies.
I briefly interned for a management firm (this firm managed around $12 Billion in assets); working under the equity specialist. At the time, we were designing a hedged portfolio - derived of X% long & X% short based on various criteria.
Currently I am an IAR - I assist individuals in the areas of financial developement - focusing on retirement strategies.