Benjamin Cooper, Cfa Email & Phone Number

Boston, Massachusetts, United States

OmniVest Capital is an institutional investment consulting firm focused on maximizing alpha across multiple asset classes and multiple capitalization ranges. Simply put, we generate investment ideas that help hedge funds, institutional funds, and family offices achieve their investment return objectives.Since inception in January 2019, OmniVest Capital’s.

Passed Level I CFA Exam - June 2002Passed Level II CFA Exam - June 2003Passed Level III CFA Exam - June 2004The CFA Program is a post-graduate certification for finance and investment professionals, with a strong focus on ethics, financial analysis, and portfolio management. The CFA Charter represents the most respected and recognized designation for.

Portland, Oregon, United States

Portland, Oregon Area

• Generated actionable Buy/Sell recommendations for a $2.3 billion domestic long-only small cap value strategy
• Averaged 272 basis points of alpha per year in my primary coverage positions
• Top performance in the SMID portfolio in 2008 and 2011, in the Small Cap Portfolio in 2009 and 2010
• 74 equity and fixed income names under coverage in the Industrial, Energy, Materials, and Consumer sectors, representing 57% of portfolio funds
• Performed bottom-up fundamental analysis to identify equity and fixed income portfolio candidates
• Monitored sector and security attribution, including interaction affect within the portfolio

Portland, Oregon Area

• Provided in-house equity research to a team of over 340 financial consultants
• Averaged 92 basis points of alpha per year in my primary coverage names
• Sector coverage included Technology, Telecommunications, Basic Materials, Industrials and Utilities
• Initiated coverage on seven new companies, bringing total research coverage to 16 companies

Portland, Oregon Area

• Founding member of the firm’s Food & Beverage team
• Achieved our initial mandate of launching coverage on twelve companies within the first 12-months
• Coverage universe ultimately included 17 companies across multiple Consumer Staples industries, including Diversified Food Conglomerates, Vintners and Neutraceuticals
• Acquired meaningful experience in the Utilities, Forest Products, and Technology sectors

Portland, Oregon Area

• Gathered $38 million in assets in two years
• Generated comprehensive investment policy statements for both individual and institutional clients
• Specialized in mid-cap equities of companies with solid balance sheets, achievable growth targets, and attractive valuations

Master Of Science, Finance & Economics, Financial Innovation, Data Science/Engineering, Digital Currency Innovation, Blockchain Technology, 4.0

Strong focus on international financial management, digital currency, blockchain technologies, data science, machine learning, and.

Business Admin W/ Honors, Finance, Accounting, Economics