Maxwell Goodman Email and Phone Number
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Maxwell Goodman personal email
I am a Portfolio Implementation Associate at CAPTRUST, a leading independent wealth management advisory firm. In this role, I collaborate with a team of professionals to execute investment strategies for high-net-worth clients, using Charles River IMS and RedBlack, leading portfolio management systems, to ensure accuracy and efficiency in trade execution, reconciliation, and compliance.I graduated from the University of Texas at San Antonio with a Bachelor of Business Administration in Finance, with a focus on Investments and Portfolio Management. After my studies, I gained valuable experience as an Investment Analyst at Covenant, where I supported the research and due diligence process for various asset classes and investment managers. I was also tasked with creating and maintaining alternative assets and performance reporting within Orion and acted as a primary contact point to alternative fund managers for investor-related information.I am passionate about the financial industry and eager to learn from the best in the field. I am motivated by the opportunity to help clients achieve their financial goals and objectives, while adhering to the highest standards of ethics and professionalism. I am also committed to enhancing my skills and knowledge through continuous education and development.
Captrust
View- Website:
- captrustadvisors.com
- Employees:
- 621
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Portfolio Implementation Associate IiCaptrust Feb 2022 - PresentAustin, Texas, United States- Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines.- Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting.- Create ad hoc client and advisor requests.- Perform risk assessments, and establish, implement, and document control procedures.
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Investment AnalystCovenant Mar 2021 - Feb 2022San Antonio, Texas, United States- Performed asset manager due diligence and portfolio analysis to manage investment risk and ensure appropriate level of fund performance.- Acted as a primary contact point to alternative fund managers for investor related information.- Set-up and maintained manually created alternative assets in the Orion performance reporting platform.- Prepare and/or reviewed capital call and distribution calculations, investor allocations and investor notices. -Demonstrated knowledge of Private Equity fund structures, accounting flows and understanding of fund governing documents.
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Financial Advisor InternCetera Investment Services Llc Jun 2020 - Aug 2020San Antonio, Texas, United States
Maxwell Goodman Education Details
Frequently Asked Questions about Maxwell Goodman
What company does Maxwell Goodman work for?
Maxwell Goodman works for Captrust
What is Maxwell Goodman's role at the current company?
Maxwell Goodman's current role is Portfolio Implementation Associate @ CAPTRUST.
What is Maxwell Goodman's email address?
Maxwell Goodman's email address is mg****@****sun.com
What schools did Maxwell Goodman attend?
Maxwell Goodman attended The University Of Texas At San Antonio.
Who are Maxwell Goodman's colleagues?
Maxwell Goodman's colleagues are Evan Cox, Mba, Npdp, Jonathan Wall, Lakia Levy, Will Chitwood, Crystal Opatich, Attila Toth, Katie Eldred, Aif®.
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Maxwell Goodman
Oakland, Ca2ucsd.edu, shield.ai -
Maxwell Goodman
Community Organizer And Data Scientist For Climate Justice | Cofounder @ Climate Cafe NycNew York, Ny -
1appliedphysics.com3 +165096XXXXX
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Maxwell Goodman
Northeastern University Undergraduate Studying History And International Relations, Concert Violinist, Interested In Foreign Policy, Law, And Intelligence AnalysisAltadena, Ca
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