Benjamin Upward
Portfolio Manager at Azimuth Capital Management
- Role
- Portfolio Manager at Azimuth Capital Management
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Portfolio Manager
May 2023 — Present · Bloomfield Hills, MI, US
Azimuth provides investment advisory, financial advice, and in-house investment management services to high-net worth families and institutions.
Education
Albion College
Bachelor's degree, Economics and Political Science
1998 — 2000
Claremont McKenna College
Transfered to Albion after Sophomore year, Government
1996 — 1998
Skills
- Securities
- Asset Allocation
- Mutual Funds
- Fixed Income
- Series 63
- Bloomberg
- Alternative Investments
- Investment Management
- Etfs
- Asset Management
- Equity Research
- Trading
- Investments
- Equities
- Series 7
- Portfolio Management
- Investment Advisory
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