Ms. Connell has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She received her Master of Business Administration from San Diego State University (with Honors) and an undergraduate degree from Seattle University (Magna Cum Laude). Ms. Connell has extensive experience managing equities, fixed income and private investment portfolios. She has served as a senior portfolio manager for several private banks and boutiques in Texas, Chicago and the West Coast.
Ms. Connell is also an adjunct professor of Finance at the University of Texas in Dallas and also teaches the CFA Review at several other universities.
Due diligence of public investments including mutual funds and stocks, as well as alternative investments. Alternative investment categories include private equity, private debt, hedge funds and private real estate. Preparation of investment proposals for internal and client use. Perform detailed analysis of institutional investment performance. Monitor macro and micro factors of economic and market developments. Research institutional investment client prospects. Assist with investment updates to clients. Preparation of
sales and conference materials.
Edward has a B.S. in Finance from the University of Texas at Dallas.