Raefe Gross, Cfa Email & Phone Number

Wisconsin Rapids, Wi, Us

Wisconsin Rapids, Wisconsin, United States

• Chair the Research Committee responsible for the investment program management of over $6bn in investable assets• Lead the Investment Operations team responsible for client presentation creation, securities trading, and advisor support• Sit on the Investment Committee responsible for establishing firm-wide investment and client service philosophy and process• Manage the firm’s general investment and market narrative and lead the process of communicating those narratives to clients

Chicago, Illinois, United States

• Performed rigorous fundamental research on companies and countries by examining financial statements, speaking with management, and communicating with local brokers to make long-term financial projections for both company and stock price performance• Created and maintained detailed DCF models of companies in over 40 frontier countries to constantly monitor intrinsic value estimates• Met daily with senior portfolio managers to discuss company and country updates, new investment ideas, and portfolio decisions• Traveled to conferences and countries of interest to survey and understand the sentiment and expectations of local corporations, government officials, and the general population

New York, New York, United States

• Evaluated the financial situation of prospective clients to determine how our team and the Goldman Sachs platform could add value • Constructed efficient portfolios based on client risk and return objectives through proprietary software to optimize asset allocation • Performed deep-dives into client assets to determine comprehensive answers to complex questions about attributes and performance of specific assets or asset classes. Questions often related to geographical diversification, exposures to specific trends, and other themes. • Prepared materials for all client and prospective client presentations including pitch books, portfolio proposals, and portfolio reviews

Wisconsin Rapids, Wisconsin, United States

• Founded a FlyBoard action-sport lesson, rental, and dealership company that services over 300 customers per operational season • Managed all aspects of the business from direct customer interactions to business strategy, staffing, financing, and advertising • Produced annual lesson and rental profits upwards of $10,000 by operating an asset-light strategy capable of 90% operating margins

Wisconsin Rapids, Wisconsin, United States

• Analyzed stocks and bonds to recommend positions for partners to add to their portfolio based on specified risk/reward objectives• Monitored existing holdings of stocks and bonds to update partners on changes in both fundamental valuations and public opinion • Participated in partner meetings to offer opinions and recommendations on topics ranging from macro trends to specific holdings

Madison, Wisconsin, United States

• Led a 34-person executive board of an 800+ member club and held each board member accountable for his or her respective duties • Facilitated discussion and mentored board members on topics including goal-setting, programming, budgeting, risk management, etc. • Guided executive board members to help their club-affiliated aspirations become reality and flow to completion efficiently and safely • Played a pivotal role in both the development and management of a $700,000 budget allocated to various sections of the club

Master Of Finance, Applied Security Analysis

Finance, Investment, And Banking, Business/Commerce, General

Activities and Societies: Hoofer Ski and Snowboard, Chi Psi Fraternity, Wisconsin 3-Event Waterski Team, and The Capital Management Club