Justin J. F. Ramirez, Asa, Abv, Cfa Email & Phone Number

Boston, Massachusetts, Us

Memphis, Tn, Us

Performed FV and FMV appraisals of public and private operating entities and holding companies across a wide array of industries for the purposes of tax and financial reporting, purchase price allocations, and shareholder buyouts.

Houston, Tx, Us

Engagement and valuation experience includes: public and private businesses, holding companies, intangible assets and equity ownership in connection with purchase price allocations, impairment testing, gift and estate tax valuations, corporate conversions, ESOPs, and shareholder/partner disputes.

Calgary, Alberta, Ca

Created and maintained forecast models that projected commodity prices, the Company's 5-year strategy and outlook, and branch, department, and corporate budgets.

Houston, Tx, Us

Tracked infrastructure projects and monitored regulatory changes related to North American unconventional oil & gas plays, including oil, gas, and NGL pipeline, processing and storage facilities, export terminals, and crude-by-rail facilities.

Co-managed and mentored four student Equity Analysts in the Large-Midcap Growth group, contributed to the discussion and buy/sell decision-making processes, and ensured compliance with the Fund’s investment restrictions.

One of 17 students selected to co-manage an $8MM equity portfolio, including identifying and analyzing new investment opportunities, monitoring existing asset performance, and ensuring compliance with the Fund's investment restrictions. Technical applications used included Bloomberg Terminal and Capital IQ.

Master Of Science, Finance

Bachelor Of Science, Economics