Why a CFA Charterholder?
Andrew Almeida, CFA, CFP
CEO & Portfolio Manager
Almeida Investment Management – CEO
Outsourced CIO and Private Wealth Advisor
City National Rochdale – Associate Portfolio Manager
Management of $1.25 Billion in High Net Worth Assets
Advisors Asset Management – Fixed Income Consultant
Consultant to private wealth advisors in structuring fixed income portfolios.
JPMorgan – Private Equity Fund Services
Administrator to $1billion+ in private equity pension investments
JPMorgan – Personal Banker
Full-service banker covering client’s credit, investments, deposits, and real estate.
Global Fund Exchange - Hedge Fund Analyst Intern