Paul Luis Madrid

Paul Luis Madrid

Analyst-Equity bei REDW Wealth LLC

Finance
Consumer Services

Profil

Mr. Paul L.
Madrid, CFA, is a Principal at REDW Wealth LLC.
He has been committed to providing adept, attentive service to his clients since joining REDW Wealth in 2008.
His experience ranges from working with individual clients to large institutions.
He acts as an investment consultant with nonprofits and with Native American tribes by providing investment management services, assistance with investment policies, asset allocation design, reviews of investment providers, and trainings on investments and fiduciary responsibilities.
In addition, his activities include research, investment analysis, portfolio management, providing client service and conducting seminars.
As a Principal and former Chief Investment Officer, he is a voting member of the REDW Wealth Investment Committee and helps lead the investment process.
Mr. Madrid was previously employed as a Financial Analyst by Legacy Financial Group LLC and an Equity Trader by Thornburg Investment Management, Inc. He received his undergraduate degree from The University of New Mexico.
He is a Chartered Financial Analyst charterholder and member of the CFA Institute and the CFA Society of New Mexico, as well as a CERTIFIED FINANCIAL PLANNER professional.
He has also earned the Accredited Investment Fiduciary Analyst designation.

Aktive Positionen von Paul Luis Madrid

UnternehmenPositionBeginn
Analyst-Equity 01.03.2008
Alle aktiven Positionen von Paul Luis Madrid

Ehemalige bekannte Positionen von Paul Luis Madrid

UnternehmenPositionEnde
Corporate Officer/Principal -
Trading-Equity -
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Ausbildung von Paul Luis Madrid

The University of New Mexico Undergraduate Degree

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Private Unternehmen

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Beziehungen

9

Beziehungen ersten Grades

4

Unternehmen ersten Grades

Herr

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Unternehmensverbindungen

Private Unternehmen3

Finance

Finance

Finance

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