Caleb Weinstein
Research Intern @Harmonic Financial Planning
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WORK HISTORY
Research Intern @Harmonic Financial Planning
Supporting the Chief Investment Officer by conducting investment research and client portfolio reviews- Evaluating the ESG performance of fund managers and MPS providers to assess suitability for clients- Preparing client presentations and contributing to the quarterly newsletter, developing communication and client-facing materials for high-net-worth individuals
EDUCATION
Duke University
Bachelor of Science, Economics
Hampton School
GCSE
Hampton School
A-Level, Mathematics, Further Mathematics, Chemistry, French
ABOUT CALEB WEINSTEIN
As an Economics student and research assistant at Duke, I’m exploring how academic insights and empirical data are used to design policies which foster cooperation, raise welfare, and address complex societal challenges. I’m also pursuing a concentration in Financial Economics, motivated by my interest in the interaction between financial markets and the real economy.
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