I am currently an investment analyst at a multi-strategy family office. I completed the CFA Program in June 2018 and graduated from Penn State in 2016.
Watermark Capital
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Watermark CapitalCharlotte, North Carolina
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Investment Analyst2040 Fund / Watermark Capital Dec 2019 - Present
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Small Cap Equity AnalystPnc Capital Advisors Apr 2017 - Nov 2019• Performed fundamental analysis for a small cap mutual fund• Constructed comprehensive research reports for prospective investments• Operated in a generalist capacity with personal coverage of 28 companies in a variety of industries
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Market Advisory AnalystPnc Jun 2016 - Mar 2017Pittsburgh, Pennsylvania, Us• Researched institutional clients and organized outreach programs for PNC’s asset management division• Analyzed select mutual funds and fund managers for investment in client portfolios• Presented detailed market analysis to pension fund clients at board meetings -
Undergraduate Teaching Assistant (Econ 434 - International Finance)Penn State University Department Of Economics Sep 2015 - May 2016University Park, Pa, Us -
Investment Strategy InternBny Mellon Jun 2015 - Aug 2015New York, Ny, Us• Provided in-depth research on client initiatives that would align to products offered by the bank• Assisted management in researching and implementing cross-business projects• Researched the structure of alternative asset managers for internal profitability analysis -
Wealth Management InternOnepenn Financial Group Jul 2014 - Aug 2014Bensalem, Pa, Us• Conducted reviews of client portfolios to implement investment strategies based on individual investor needs• Worked directly with president and vice president to structure client accounts by examining equity and bond markets, evaluating trends, and assessing macroeconomic data -
Business Strategy InternWall Street Oasis May 2013 - Aug 2013Saratoga, California, Us• Worked with a team of interns to increase inbound links for Wall Street Oasis, one of the largest online finance communities with the primary goal of educating young finance professionals and students• Collaborated with Chief Operating Officer in researching and analyzing potential business partnerships
Chris Stam, Cfa Skills
Chris Stam, Cfa Education Details
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Penn State UniversityFinance
Frequently Asked Questions about Chris Stam, Cfa
What company does Chris Stam, Cfa work for?
Chris Stam, Cfa works for Watermark Capital
What is Chris Stam, Cfa's role at the current company?
Chris Stam, Cfa's current role is Investment Analyst at Watermark Capital.
What schools did Chris Stam, Cfa attend?
Chris Stam, Cfa attended Penn State University.
What skills is Chris Stam, Cfa known for?
Chris Stam, Cfa has skills like Microsoft Office, Finance, Microsoft Excel, Powerpoint, Leadership, Management, Analysis, Research, Public Speaking.
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