I joined Noesis in 2003 as an intern in Portfolio Management and after graduating in 2004, started full time in Research focusing initially on the Financial and Consumer sectors. I expanded my coverage to credit research in 2010 and over time added more equity industries. Starting 2014 my responsibility in Portfolio Management increased, particularly for fixed income, also managing more client assets, and co-writing our client publications. I appreciate the open, self-determined culture at Noesis, its international team originating from the Americas, Asia, and Europe as well as the disciplined investment philosophy. Coming from Germany, the Registered Investment Advisor (RIA) model was new to me and it was convincing to see how it aligns client and firm interests to form a true partnership.
Previous Experience:
Various internships at German companies, including investment sales, during my studies
Academic and Professional Education:
- Degree (diploma) in Business Administration from University of Applied Sciences, Cologne with major in Accounting and International Business
- B.B.A. from Florida Atlantic University (Magna Cum Laude) with major in Finance
- Chartered Financial Analyst (CFA) designation
- Member of CFA Institute, CFA Society South Florida as well as CFA Society New York
Outside Interests:
- Outdoor activities such as running, hiking, swimming, paddle boarding
- Reading beyond the topics of investing and finance, e.g. history
- Exploring new places within or outside the USA