I am the newest member of the Johlfs Financial Group, joining the team in January 2020. My primary responsibilities involve investment research and the construction, management, and monitoring of model portfolios. Further responsibilities include client interaction and education, business development, and portfolio risk analysis functions. I have worked in various capacities in the investment management industry dating back to 2006, most recently working as an Equity Analyst at a long/short hedge fund located in Denver. Prior to that, I worked on a trading desk at State Street Global Advisors. I hold a Bachelor’s degree in Finance from the Leeds School of Business at the University of Colorado – Boulder. Additionally, I earned the Chartered Financial Analyst (CFA) designation in 2008, the Chartered Alternative Investment Analyst (CAIA) designation in 2013, and am an active member of CFA Society Colorado. Outside of the office, I am an avid sports aficionado and an aspiring world traveler.
Fun fact: Have you ever been hit by a 2,000 pound bull running at full speed? I have, and I wouldn’t say I recommend it.
Waddell & Reed is not affiliated with any other entities referenced. 02/20