Charlie Foy
Financial Branch Intern @Raymond James
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WORK HISTORY
Financial Branch Intern @Raymond James
Newport Beach, CA, US
Conduct equity, fixed income, and ETF research to support portfolio optimization and investment strategy decisions for a $1.1B AUM branch.Build Excel-based models to stress test portfolios under multiple macroeconomic and interest rate scenarios.Generate market outlook reports and sector deep-dives for advisors, integrating Bloomberg data.Benchmark portfolio performance against industry indices to identify risk-adjusted return opportunities.Worked alongside senior advisors on investment decks highlighting tactical allocation changes and performance drivers.
EDUCATION
Chapman University Argyros College of Business & Economics
Bachelor of Arts - BA, Economics
Chapman University Argyros College of Business & Economics
BS in Business Admin Finance, BA in Economics
Monte Vista Christian School
High School Diploma
ABOUT CHARLIE FOY
Business Finance and Economics Double Major at Chapman University
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