Chris is skilled in the areas of investment management, asset valuation, portfolio risk assessment, hedging, business analytics, quantitative analysis and equity research analysis.
o Manage taxable and tax-exempt investment portfolios for high-net worth individuals and families, and non-profit ...
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Chris is skilled in the areas of investment management, asset valuation, portfolio risk assessment, hedging, business analytics, quantitative analysis and equity research analysis.
o Manage taxable and tax-exempt investment portfolios for high-net worth individuals and families, and non-profit organizations.
o Responsible for all research -- equity, fixed income, economic -- using top-down and bottom-up analytical approaches, and based on fundamental, technical and trend analysis.
o Developed a portfolio optimization model based on Sharpe's single-index model, using advanced statistical analysis and quantitative analysis.
o Created a proprietary earnings capitalization model, estimating the risk free rate of returns and intrinsic values of the S&P 500 and Dow Jones Industrial Average.
o Effective communicator and manager, with a thorough understanding of individual and workplace emotional intelligence, collaborating with colleagues in a conscientious yet flexible, agreeable yet challenging, diligent yet fun manner.
Accomplishments
o Guest of Honor and Keynote Speaker, 2018 Master of Science in Finance graduating class, The George Washington University.
o Featured in the Marine Corps Museum for stepping away from career path to enlist after 9-11.
o Navy Achievement Medal for Operation Iraqi Freedom, 2008.
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