Sarah Wiewel Rasbold, Cfa

Sarah Wiewel Rasbold, Cfa Email and Phone Number

Director of Investments at MEMCO; Twitter: @SRISarahBeth @ MEMCO: Multilateral Endowment Management Company
Sarah Wiewel Rasbold, Cfa's Location
Oklahoma City, Oklahoma, United States, United States
Sarah Wiewel Rasbold, Cfa's Contact Details
About Sarah Wiewel Rasbold, Cfa

Sarah Wiewel Rasbold, Cfa is a Director of Investments at MEMCO; Twitter: @SRISarahBeth at MEMCO: Multilateral Endowment Management Company. She possess expertise in investments, mutual funds, investment strategies, investment management, finance and 10 more skills.

Sarah Wiewel Rasbold, Cfa's Current Company Details
MEMCO: Multilateral Endowment Management Company

Memco: Multilateral Endowment Management Company

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Director of Investments at MEMCO; Twitter: @SRISarahBeth
Sarah Wiewel Rasbold, Cfa Work Experience Details
  • Memco: Multilateral Endowment Management Company
    Director Of Investments
    Memco: Multilateral Endowment Management Company Apr 2022 - Present
  • Tolleson Wealth Management
    Director, Investments
    Tolleson Wealth Management May 2020 - Mar 2022
    Dallas, Texas, United States
    Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. I am responsible for portfolio management and manager due diligence across our $3.5bln public equity and hedge fund allocation. I also lead the firm's impact investing initiatives, helping client families better align their portfolios with their values.
  • Tolleson Wealth Management
    Manager, Investments
    Tolleson Wealth Management Jan 2018 - May 2020
    Dallas/Fort Worth Area
    Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. I am responsible for manager due diligence across multiple asset classes, including public equities, distressed debt, impact investing, and alternatives.
  • True North Advisors
    Investment Analyst
    True North Advisors Apr 2016 - Jan 2018
    Dallas/Fort Worth Area
    True North offers comprehensive solutions, including wealth planning and investment management to high net worth families and individuals. I was responsible for evaluating money managers, designing client portfolios and tracking asset allocations.
  • Schooner Investment Group Llc
    Senior Portfolio Strategist
    Schooner Investment Group Llc Jul 2013 - Apr 2016
    Dallas/Fort Worth Area
    Schooner Investment Group provides investment management services to institutions and financial intermediaries seeking to preserve and build capital with a focus on sustainable, risk reducing investment strategies. The firm currently manages mutual funds, separate accounts, and private investment funds.
  • Schooner Investment Group Llc
    Vice President
    Schooner Investment Group Llc Oct 2011 - Jun 2013
    Greater Boston Area
    Schooner Investment Group provides investment management services to institutions and financial intermediaries seeking to preserve and build capital with a focus on sustainable, risk reducing investment strategies. The firm currently manages mutual funds, separate accounts, and private investment funds.
  • Sun Life Financial
    Rotational Leadership Development Program Consultant
    Sun Life Financial 2010 - 2011

Sarah Wiewel Rasbold, Cfa Skills

Investments Mutual Funds Investment Strategies Investment Management Finance Series 6 Portfolio Management Asset Management Alternative Investments Hedge Funds Financial Risk Series 63 Series 7 Financial Modeling Equities

Sarah Wiewel Rasbold, Cfa Education Details

Frequently Asked Questions about Sarah Wiewel Rasbold, Cfa

What company does Sarah Wiewel Rasbold, Cfa work for?

Sarah Wiewel Rasbold, Cfa works for Memco: Multilateral Endowment Management Company

What is Sarah Wiewel Rasbold, Cfa's role at the current company?

Sarah Wiewel Rasbold, Cfa's current role is Director of Investments at MEMCO; Twitter: @SRISarahBeth.

What is Sarah Wiewel Rasbold, Cfa's email address?

Sarah Wiewel Rasbold, Cfa's email address is sw****@****lth.com

What is Sarah Wiewel Rasbold, Cfa's direct phone number?

Sarah Wiewel Rasbold, Cfa's direct phone number is +148458*****

What schools did Sarah Wiewel Rasbold, Cfa attend?

Sarah Wiewel Rasbold, Cfa attended Boston College.

What skills is Sarah Wiewel Rasbold, Cfa known for?

Sarah Wiewel Rasbold, Cfa has skills like Investments, Mutual Funds, Investment Strategies, Investment Management, Finance, Series 6, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Financial Risk, Series 63.

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