![Paul Luis Madrid](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
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.
Posizioni attive di Paul Luis Madrid
Società | Posizione | Inizio |
---|---|---|
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 |
Precedenti posizioni note di Paul Luis Madrid
Società | Posizione | Fine |
---|---|---|
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 | - |
Formazione di Paul Luis Madrid
The University of New Mexico | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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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 |
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 |
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 |
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