Sarah Wiewel Rasbold, Cfa Email and Phone Number
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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.
Memco: Multilateral Endowment Management Company
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Director Of InvestmentsMemco: Multilateral Endowment Management Company Apr 2022 - Present -
Director, InvestmentsTolleson Wealth Management May 2020 - Mar 2022Dallas, Texas, United StatesTolleson 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. -
Manager, InvestmentsTolleson Wealth Management Jan 2018 - May 2020Dallas/Fort Worth AreaTolleson 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. -
Investment AnalystTrue North Advisors Apr 2016 - Jan 2018Dallas/Fort Worth AreaTrue 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. -
Senior Portfolio StrategistSchooner Investment Group Llc Jul 2013 - Apr 2016Dallas/Fort Worth AreaSchooner 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.
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Vice PresidentSchooner Investment Group Llc Oct 2011 - Jun 2013Greater Boston AreaSchooner 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.
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Rotational Leadership Development Program ConsultantSun Life Financial 2010 - 2011
Sarah Wiewel Rasbold, Cfa Skills
Sarah Wiewel Rasbold, Cfa Education Details
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Honors Economics, Minor- Middle Eastern Studies
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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