Paul Luis Madrid

Paul Luis Madrid

Analyst-Equity presso REDW Wealth LLC

Finance
Consumer Services

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

SocietàPosizioneInizio
Analyst-Equity 01/03/2008
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Precedenti posizioni note di Paul Luis Madrid

SocietàPosizioneFine
Corporate Officer/Principal -
Trading-Equity -
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Formazione di Paul Luis Madrid

The University of New Mexico Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

9

Relazioni di 1° grado

4

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private3

Finance

Finance

Finance

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