AeroLeads people directory · profile
Skyler Borgman, Cfa, Cfp, Frm Email & Phone Number
Manager | Discretionary Portfolio Management
at
CAPTRUST
1 work email found
@captrust.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Manager | Discretionary Portfolio Management
Location
Raleigh, North Carolina, United States
Company size
Who is Skyler Borgman, Cfa, Cfp, Frm? Overview
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Quick answer
Skyler Borgman, Cfa, Cfp, Frm is listed as Manager | Discretionary Portfolio Management at CAPTRUST, a company with 1713 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at captrust.com and a matched LinkedIn profile for Skyler Borgman, Cfa, Cfp, Frm.
Skyler Borgman, Cfa, Cfp, Frm previously worked as Senior Analyst | Discretionary Portfolio Management at Captrust and Analyst | Discretionary Portfolio Management at Captrust. Skyler Borgman, Cfa, Cfp, Frm holds Master Of Science (M.S.), Financial Analysis And Risk Management from Temple University.
Company email context
Email format at CAPTRUST
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*@captrust.com
71% confidence
AeroLeads found 1 current-domain work email signal for Skyler Borgman, Cfa, Cfp, Frm. Compare company email patterns before reaching out.
Profile bio
About Skyler Borgman, Cfa, Cfp, Frm
I am a dedicated and results-driven Portfolio Manager with a proven track record in effectively managing portfolios for both high-net-worth individuals and institutional clients. With a passion for delivering exceptional financial outcomes, I specialize in orchestrating seamless portfolio transitions, crafting model portfolios, conducting in-depth manager research, performing rigorous macroeconomic analysis, and implementing scalable portfolio management systems.
Listed skills include Writing, Rugby, Level 1, Delaware, and 129 others.
Current workplace
Skyler Borgman, Cfa, Cfp, Frm's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
9 roles
Skyler Borgman, Cfa, Cfp, Frm work experience
A career timeline built from the work history available for this profile.
Senior Analyst | Discretionary Portfolio Management
CurrentI help manage and oversee discretionary model portfolios across wealth and institutional business lines. This includes, but is not limited to, asset allocation decisions, asset manager fulfillment, strategic and tactical allocations, and risk management.
Jan 2024 - Present
Analyst | Discretionary Portfolio Management
Jan 2022 - Jan 2024
Senior Associate | Discretionary Portfolio Management
Nov 2019 - Jan 2022
Adjunct Professor
Taught an elective covering the various aspects of working at a registered investment advisor including, but not limited to, financial planning, portfolio management, investment research, relationship management, and operations.
Jan 2023 - Apr 2023
Financial Advisor
Aug 2018 - Nov 2019
Financial Advisor
Jun 2016 - Aug 2018
Senior Associate | Income Processing
Jul 2015 - May 2016
Work Lead | Voluntary Corporate Actions
Oct 2010 - Jul 2015
2 education records
Skyler Borgman, Cfa, Cfp, Frm education
Master Of Science (M.S.), Financial Analysis And Risk Management
Bachelor Of Science (B.S.), Finance, General
FAQ
Frequently asked questions about Skyler Borgman, Cfa, Cfp, Frm
Quick answers generated from the profile data available on this page.
What company does Skyler Borgman, Cfa, Cfp, Frm work for?
Skyler Borgman, Cfa, Cfp, Frm works for CAPTRUST.
What is Skyler Borgman, Cfa, Cfp, Frm's role at CAPTRUST?
Skyler Borgman, Cfa, Cfp, Frm is listed as Manager | Discretionary Portfolio Management at CAPTRUST.
What is Skyler Borgman, Cfa, Cfp, Frm's email address?
AeroLeads has found 1 work email signal at @captrust.com for Skyler Borgman, Cfa, Cfp, Frm at CAPTRUST.
Where is Skyler Borgman, Cfa, Cfp, Frm based?
Skyler Borgman, Cfa, Cfp, Frm is based in Raleigh, North Carolina, United States while working with CAPTRUST.
What companies has Skyler Borgman, Cfa, Cfp, Frm worked for?
Skyler Borgman, Cfa, Cfp, Frm has worked for Captrust, Skema Business School, Wells Fargo Advisors, Morgan Stanley, and State Street.
How can I contact Skyler Borgman, Cfa, Cfp, Frm?
You can use AeroLeads to view verified contact signals for Skyler Borgman, Cfa, Cfp, Frm at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Skyler Borgman, Cfa, Cfp, Frm attend?
Skyler Borgman, Cfa, Cfp, Frm holds Master Of Science (M.S.), Financial Analysis And Risk Management from Temple University.
What skills is Skyler Borgman, Cfa, Cfp, Frm known for?
Skyler Borgman, Cfa, Cfp, Frm is listed with skills including Writing, Rugby, Level 1, Delaware, Payments, Vendors, Community, and Matlab.
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