Craig Golden
Senior Investment Analyst and Market Strategist @Nepsis, Inc
Signup · Get unlimited contacts
WORK HISTORY
Senior Investment Analyst and Market Strategist @Nepsis, Inc
Chapel Hill, NC, US
Conducts comprehensive equity research and compiles investment data• Identifies and analyzes economic, public policy, and business themes affecting investment portfolios• Tracks energy sector companies with weekly research notes for internal investment team• Provides specific stock recommendations, portfolio enhancements, and investment theses to employ• Developed and maintains fundamental, technical, macroeconomic scorecard for screening individual equities• Lead due diligence process for selecting external fund managers• Coordinates with Director of Research to craft ETF and mutual fund portfolios for external advisors• Regularly reports performance, fundamental metrics, and current events related to portfolio holdings• Presents virtually and in-person about macroeconomic outlook and portfolio details• Intellectually curious with an ability to synthesize and communicate information
EDUCATION
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
SKILLS
ABOUT CRAIG GOLDEN
Advisory Services offered through Nepsis, Inc, An SEC Registered Investment Advisor
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.