Paul Luis Madrid

Paul Luis Madrid

Analyst-Equity en REDW Wealth LLC .

Finance
Consumer Services

Perfil

Mr. Paul L.
Madrid, CFA, is a Principal at REDW Wealth LLC.
He has been committed to providing adept, attentive service to his clients since joining REDW Wealth in 2008.
His experience ranges from working with individual clients to large institutions.
He acts as an investment consultant with nonprofits and with Native American tribes by providing investment management services, assistance with investment policies, asset allocation design, reviews of investment providers, and trainings on investments and fiduciary responsibilities.
In addition, his activities include research, investment analysis, portfolio management, providing client service and conducting seminars.
As a Principal and former Chief Investment Officer, he is a voting member of the REDW Wealth Investment Committee and helps lead the investment process.
Mr. Madrid was previously employed as a Financial Analyst by Legacy Financial Group LLC and an Equity Trader by Thornburg Investment Management, Inc. He received his undergraduate degree from The University of New Mexico.
He is a Chartered Financial Analyst charterholder and member of the CFA Institute and the CFA Society of New Mexico, as well as a CERTIFIED FINANCIAL PLANNER professional.
He has also earned the Accredited Investment Fiduciary Analyst designation.

Cargos activos de Paul Luis Madrid

EmpresasCargoInicio
Analyst-Equity 01/03/2008
Todos los cargos activos de Paul Luis Madrid

Antiguos cargos conocidos de Paul Luis Madrid.

EmpresasCargoFin
Corporate Officer/Principal -
Trading-Equity -
Ver el detalle de la experiencia de Paul Luis Madrid.

Formación de Paul Luis Madrid.

The University of New Mexico Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Paul Luis Madrid.

Relaciones

9

Relaciones de 1er grado

4

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas3

Finance

Finance

Finance

Ver las conexiones de la empresa
  1. Bolsa de valores
  2. Insiders
  3. Paul Luis Madrid