Andrew Conrad Email and Phone Number

F-Squared Investments, headquartered in Wellesley, MA, with a satellite office in Princeton NJ, is an SEC registered investment adviser. The firm offers a full range of investment solutions based on either their proprietary AlphaSector® or PoRT™ investment capabilities. The firm’s AlphaSector strategies represent the industry’s largest suite of investment solutions targeting upside participation in rising markets with embedded downside risk management. Utilizing its PoRT™ technology (Portfolio Replication Technology), F-Squared is able to provide custom investment solutions for corporate and institutional clients. Often, these solutions address long-standing business challenges in an innovative and comprehensive manner. F-Squared Investments is an independently, privately-owned firm.

Assumed lead role in providing Sarbanes-Oxley, internal audit and consulting services to clients in the financial services, technology, life sciences, pharmaceutical, banking and manufacturing industries.

• Conduct comprehensive financial audits, federal and state compliance audits, and agreed-upon procedures • Perform analytical procedures/analyses to detect unusual financial statement relationships • Identify and communicate accounting and auditing matters to management• Propose adjusting journal entries and discuss audit findings with clients • Document audit procedures and cross reference work papers • Create management representation letter comments and recommendations and financial statements management review • Coordinate entrance/exit conferences

• Worked directly with the Vice President of Investments • General duties included asset allocation, monitoring stock portfolios, calculating cost basis, doing research, running performance reports, comparing mutual funds, contacting clients and marketing