Albuquerque-Santa Fe Metropolitan Area
I am a portfolio manager and equity analyst working in wealth management. My prior experience includes work in venture capital and teaching abroad, and I am fluent in Spanish.
Avalon Trust is a wealth management firm managing fully discretionary, bottom-up portfolios for private investors and institutions.
The Programs Committee organizes events monthly. Speakers include Thomas Lee, Head of Research at Fundstrat Global Advisors, Andrew Fastow, former Enron CFO, and Michael McMillan, CFAI Director of Ethics Education.
The Children's Grief Center provides special support services for young people and their families after the death of a loved one.
Cottonwood Technology Fund is an early-stage technology commercialization firm providing entrepreneurs assistance from the earliest stages, primarily in the Southwest.