Chris Stam, Cfa

Chris Stam, Cfa Email and Phone Number

Investment Analyst at Watermark Capital @ Charlotte, North Carolina
Charlotte, North Carolina
Chris Stam, Cfa's Location
Charlotte Metro, United States, United States
About Chris Stam, Cfa

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.

Chris Stam, Cfa's Current Company Details
Watermark Capital

Watermark Capital

Investment Analyst at Watermark Capital
Charlotte, North Carolina
Chris Stam, Cfa Work Experience Details
  • Watermark Capital
    Watermark Capital
    Charlotte, North Carolina
  • 2040 Fund / Watermark Capital
    Investment Analyst
    2040 Fund / Watermark Capital Dec 2019 - Present
  • Pnc Capital Advisors
    Small Cap Equity Analyst
    Pnc 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
  • Pnc
    Market Advisory Analyst
    Pnc Jun 2016 - Mar 2017
    Pittsburgh, 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
  • Penn State University Department Of Economics
    Undergraduate Teaching Assistant (Econ 434 - International Finance)
    Penn State University Department Of Economics Sep 2015 - May 2016
    University Park, Pa, Us
  • Bny Mellon
    Investment Strategy Intern
    Bny Mellon Jun 2015 - Aug 2015
    New 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
  • Onepenn Financial Group
    Wealth Management Intern
    Onepenn Financial Group Jul 2014 - Aug 2014
    Bensalem, 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
  • Wall Street Oasis
    Business Strategy Intern
    Wall Street Oasis May 2013 - Aug 2013
    Saratoga, 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

Microsoft Office Finance Microsoft Excel Powerpoint Leadership Management Analysis Research Public Speaking

Chris Stam, Cfa Education Details

  • Penn State University
    Penn State University
    Finance

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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