![Paul Luis Madrid](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
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
Unternehmen | Position | Beginn |
---|---|---|
REDW Wealth LLC
![]() REDW Wealth LLC Investment ManagersFinance REDW Wealth LLC (REDW) is a SEC-registered investment adviser headquartered in Albuquerque, New Mexico. The firm was founded in 1997 and is a subsidiary of REDW LLC. REDW provides personalized confidential financial planning, investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. | Analyst-Equity | 01.03.2008 |
Ehemalige bekannte Positionen von Paul Luis Madrid
Unternehmen | Position | Ende |
---|---|---|
Legacy Financial Group LLC
![]() Legacy Financial Group LLC Investment ManagersFinance Legacy Financial Group LLC provides investment advice. The private company is based in Torrance, CA. | Corporate Officer/Principal | - |
Thornburg Investment Management, Inc.
![]() Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Trading-Equity | - |
Ausbildung von Paul Luis Madrid
The University of New Mexico | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Thornburg Investment Management, Inc.
![]() Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Finance |
REDW Wealth LLC
![]() REDW Wealth LLC Investment ManagersFinance REDW Wealth LLC (REDW) is a SEC-registered investment adviser headquartered in Albuquerque, New Mexico. The firm was founded in 1997 and is a subsidiary of REDW LLC. REDW provides personalized confidential financial planning, investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. | Finance |
Legacy Financial Group LLC
![]() Legacy Financial Group LLC Investment ManagersFinance Legacy Financial Group LLC provides investment advice. The private company is based in Torrance, CA. | Finance |