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Cassidy (Baird) Allvord, Cfa Email & Phone Number

Director of Investor Relations at Renovus Capital Partners
Location: Philadelphia, Pennsylvania, United States 13 work roles 2 schools
1 work email found @vanguard.com 1 phone found area 609 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@vanguard.com
Direct phone (609) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Renovus Capital Partners
Role
Director of Investor Relations
Location
Philadelphia, Pennsylvania, United States
Company size
14 employees

Who is Cassidy (Baird) Allvord, Cfa? Overview

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Quick answer

Cassidy (Baird) Allvord, Cfa is listed as Director of Investor Relations at Renovus Capital Partners, a company with 14 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 609, and a matched LinkedIn profile for Cassidy (Baird) Allvord, Cfa.

Cassidy (Baird) Allvord, Cfa previously worked as Active Equity Product Manager at Vanguard and Portfolio Analytics & Consulting Senior Investment Analyst at Vanguard. Cassidy (Baird) Allvord, Cfa holds Bachelor'S Degree, Finance And Marketing, 3.8 from Drexel University.

Company email context

Email format at Renovus Capital Partners

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*@vanguard.com
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AeroLeads found 1 current-domain work email signal for Cassidy (Baird) Allvord, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Cassidy (Baird) Allvord, Cfa

Cassidy (Baird) Allvord, Cfa is a Director of Investor Relations at Renovus Capital Partners. They possess expertise in teamwork, market research, access, social networking, facebook and 15 more skills. Colleagues describe them as "I had the pleasure of managing Cassidy during her time as a Credit Research Intern with Loomis Sayles & Co. Cassidy was highly motivated and showed a true passion for investing. She displayed her ability to quickly learn, and apply, core credit concepts. She also asked the right questions to advance her knowledge of credit investing. Cassidy has excellent time management skills and is very dependable. She is proficient in financial modeling and has a good understanding of financial statement analysis. Most important, she brings a great personality to the workplace everyday."

Listed skills include Teamwork, Market Research, Access, Social Networking, and 16 others.

Current workplace

Cassidy (Baird) Allvord, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Renovus Capital Partners
Renovus Capital Partners
Director of Investor Relations
wayne, pennsylvania, united states
Website
renovuscapital.com
Employees
14
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Company profile
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13 roles

Cassidy (Baird) Allvord, Cfa work experience

A career timeline built from the work history available for this profile.

Active Equity Product Manager

Vanguard
Nov 2021 - Aug 2023

Portfolio Analytics & Consulting Senior Investment Analyst

Vanguard
Apr 2020 - Nov 2021

Portfolio Analytics & Consulting Investment Analyst

Vanguard
Oct 2018 - Apr 2020

Flagship Client Relationship Specialist

Vanguard

Malvern, PA

Aug 2017 - Oct 2018

Energy Equity Analyst For The Dragonfund

Drexel University

Philadelphia, PA

  • Developed DCF and relative valuation models to evaluate current energy holdings in the fund and potential future holdings
  • Analyzed performance of current holdings and industry performance from a top-down approach in regards to the S&P 400
  • Pitched HFC and HP to Drexel Endowment board; majority agreement resulted in buying a $20,000 stake in each
Sep 2016 - Mar 2017

Product Marketing Intern

Loomis, Sayles & Company

Boston Massachusetts

  • Created comprehensive competitor analysis presentation emphasizing returns, assets and flows of unconstrained and absolute return funds, findings were used to determine Loomis Sayles product positioning
  • Gathered and analyzed competitors and marketplace trend intelligence for enhancing current marketing materials including pitch books and overall firm capabilities
  • Attended product meetings for Alpha Strategies, Securitized, Global, and Relative Return teams
Jul 2016 - Sep 2016

Credit Research Intern

Loomis, Sayles & Company

Greater Boston Area

  • Monitored, updated, and built financial models assessing the credit quality of ~40+ issuers of 1st and 2nd lien loans spanning the technology, entertainment, industrial and healthcare industries
  • Built out comprehensive summary of credits emphasizing key financial metrics
  • Listened into earnings calls across coverage providing insight and highlighting critical information to analyst to assist in credit recommendations
  • Aided in credit initiation of Expedia assessing business model, competitive landscape and relative value
  • Assessed swap opportunities for loans under constraints within CLO
Mar 2016 - Jun 2016

Member Of Dean'S Student Advisory Board

Drexel University'S Lebow College Of Business
  • Serve as liaison between business student body and the LeBow Dean of students
  • Aid Dean in day to day projects for LeBow and represent the undergraduate LeBow student body
  • Support the mission of the college and improve college programs
Jun 2014 - May 2016

Ip&S Finance Co-Op

Thomson Reuters

Greater Philadelphia Area

  • Built functions and framework for Product Profitability reporting; completed presentation presented to Executive Leadership Team on a quarterly basis
  • Conducted strategy reviews of products delving into it’s economics, cost structure, and prevailing trends in order to provide alternate solution plan sets
  • Forecasted product line revenue and aid in pipeline analysis
  • Conducted monthly sales analysis of eight products
Mar 2015 - Oct 2015

Finance Intern

The Children'S Hospital Of Philadelphia

Center City, Philadelphia

  • Analyzed financial data of peer institutions in healthcare sector to compare CHOP's quarterly financials
  • Created a comprehensive presentation for the CFO for financial forecasting purposes of peer institutions
  • Developed monthly revenue and volume reports, along with daily uploads of profits and losses
Mar 2014 - Sep 2014
Team & coworkers

Colleagues at Renovus Capital Partners

Other employees you can reach at renovuscapital.com. View company contacts for 14 employees →

CW Callaghan Walsh Callaghan Walsh Colleague at Renovus Capital Partners Providence, Rhode Island, United States, United States View → C( Caitlin (Mccarthy) Herbert Caitlin (Mccarthy) Herbert Colleague at Renovus Capital Partners Greater Philadelphia, United States View → NC Nick Coletti Nick Coletti Colleague at Renovus Capital Partners Wellesley Hills, Massachusetts, United States, United States View → AS Alec Shah Alec Shah Colleague at Renovus Capital Partners New York, New York, United States, United States View → JO Josh Ottensoser Josh Ottensoser Colleague at Renovus Capital Partners New York City Metropolitan Area, United States View → JM Justin Mattia Justin Mattia Colleague at Renovus Capital Partners Greater Philadelphia, United States View → MS Matthew Stretch Matthew Stretch Colleague at Renovus Capital Partners Greater Philadelphia, United States View → KS Kevin Spear Kevin Spear Colleague at Renovus Capital Partners Philadelphia, Pennsylvania, United States, United States View → CW Cecilia Wampole Cecilia Wampole Colleague at Renovus Capital Partners Bryn Mawr, Pennsylvania, United States, United States View → JF James Foxen James Foxen Colleague at Renovus Capital Partners Greater Philadelphia, United States View →
2 education records

Cassidy (Baird) Allvord, Cfa education

Bachelor'S Degree, Finance And Marketing, 3.8

Drexel University

Activities and Societies: Penonni Honors College Delta Phi Epsilon Dragon Fund Club SoccerServed on Delta Phi Epsilon's Leadership team as.

Education record

Medfield High School
FAQ

Frequently asked questions about Cassidy (Baird) Allvord, Cfa

Quick answers generated from the profile data available on this page.

What company does Cassidy (Baird) Allvord, Cfa work for?

Cassidy (Baird) Allvord, Cfa works for Renovus Capital Partners.

What is Cassidy (Baird) Allvord, Cfa's role at Renovus Capital Partners?

Cassidy (Baird) Allvord, Cfa is listed as Director of Investor Relations at Renovus Capital Partners.

What is Cassidy (Baird) Allvord, Cfa's email address?

AeroLeads has found 1 work email signal at @vanguard.com for Cassidy (Baird) Allvord, Cfa at Renovus Capital Partners.

What is Cassidy (Baird) Allvord, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 609 for Cassidy (Baird) Allvord, Cfa at Renovus Capital Partners.

Where is Cassidy (Baird) Allvord, Cfa based?

Cassidy (Baird) Allvord, Cfa is based in Philadelphia, Pennsylvania, United States while working with Renovus Capital Partners.

What companies has Cassidy (Baird) Allvord, Cfa worked for?

Cassidy (Baird) Allvord, Cfa has worked for Renovus Capital Partners, Vanguard, Drexel University, Loomis, Sayles & Company, and Drexel University'S Lebow College Of Business.

Who are Cassidy (Baird) Allvord, Cfa's colleagues at Renovus Capital Partners?

Cassidy (Baird) Allvord, Cfa's colleagues at Renovus Capital Partners include Callaghan Walsh, Caitlin (Mccarthy) Herbert, Nick Coletti, Alec Shah, and Josh Ottensoser.

How can I contact Cassidy (Baird) Allvord, Cfa?

You can use AeroLeads to view verified contact signals for Cassidy (Baird) Allvord, Cfa at Renovus Capital Partners, including work email, phone, and LinkedIn data when available.

What schools did Cassidy (Baird) Allvord, Cfa attend?

Cassidy (Baird) Allvord, Cfa holds Bachelor'S Degree, Finance And Marketing, 3.8 from Drexel University.

What skills is Cassidy (Baird) Allvord, Cfa known for?

Cassidy (Baird) Allvord, Cfa is listed with skills including Teamwork, Market Research, Access, Social Networking, Facebook, Leadership, Matlab, and Social Media Marketing.

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