Austen Bertrand
USMC Veteran | Investment Analyst | CFA Level 2 Candidate | Everyone Likes a Good Bull Run
- Role
- Research Consultant at First Horizon Bank
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Austen Bertrand
After 8 years in the United States Marine Corps as a Reconnaissance Marine & Scout Sniper, I transitioned into investment research and portfolio analysis. I am currently a Research Consultant at First Horizon Bank, working with portfolio managers to screen, analyze, and monitor stocks, ETFs, and mutual funds for inclusion or removal within portfolios, supporting portfolio construction and ongoing investment oversight. CFA Level I passed | Series 7 & 66
Experience
Research Consultant
Jan 2026 — Present · Raleigh, NC, US
Education
Cameron School of Business at UNC Wilmington
Master of Science - MS, Finance and Investment Management
University of North Carolina Wilmington
Bachelors, Accounting and Finance
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