Women`s Investing/Expert Profile

Expertise

I can answer questions about: portfolio management, asset allocation, diversification, stock selection, portfolio performance, trading, investment careers

Experience in the area

I have 28 years of experience analyzing stocks and managing investment portfolios. I have held positions of chief investment officer, director of research, director of equities, and senior equity analyst and both large and boutique investment shops.

Organizations

CFA Institute CFA Society of North Carolina

Education/Credentials

B.S. Business Administration, finance major M.B.A Chartered Financial Analyst (CFA)