Andrea Boyn
Investment Research Analyst @Aspiriant
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WORK HISTORY
Investment Research Analyst @Aspiriant
Irvine, CA, US
Lead the team’s ongoing research and investment analyses, creation of firmwide materials, and third-party manager due diligence.• Perform macroeconomic research and create visualizations for quarterly publications.• Serve on the Portfolio Management Committee, assisting in portfolio construction and strategy development for high-net-worth clients.• Prepare detailed investment memorandums and reports.• Update and build upon the firm\'s library of investment research materials by accessing third-party databases, including Bloomberg, Morningstar, FRED, etc.• Design and develop dashboards to streamline performance tracking and enhance data visualization, enabling data-driven decision-making.• Develop relationships with external managers and industry professionals, aiming to identify high-potential investments that align with client needs.
EDUCATION
California State University-Long Beach - College of Business
Bachelor's degree, Finance
ABOUT ANDREA BOYN
Investment strategy and research analyst with experience across public and private markets, specializing in alternative investments, manager due diligence, portfolio construction, and bespoke research for sophisticated client portfolios.Known for synthesizing quantitative analysis and qualitative judgment to support strategic decisions in complex, high-stakes contexts. Experience includes custom portfolio analysis and one-off strategic projects requiring creativity, independent thinking, discretion, and cross-disciplinary perspective.Let’s connect on LinkedIn so that I can be a resource to you, and introduce you to my professional network.
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