• Group manages over $2 million on behalf of the University of Oregon Foundation and making investing decisions-based research reports and recommendations• Build DCF and relative valuation analysis models to update portfolio holdings• Create detailed written equity research reports supported by in-depth industry and macroeconomic research utilizing market intelligence platforms such as S&P Capital IQ and IBIS World

Educating hundreds of fellow students on various financial topics such as budgeting, building credit, investment basics, identity theft protection, finding scholarships, and much more.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Metis Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.