Dani Barrett
Investment Associate @Fort Point Capital Partners
Signup · Get unlimited contacts
WORK HISTORY
Investment Associate @Fort Point Capital Partners
San Francisco, CA, US
Portfolio analysis: model prospective clients\' portfolios against our Firm\'s strategies; create asset allocation proposals* Portfolio management: assist with directed trading and portfolio rebalancing (i.e, tax loss harvesting, cash management, strategy changes, etc.)* Performance analysis and research: create ad-hoc performance analyses of securities, the firm’s funds, underlying managers, and related benchmarks.* Marketing: design, create, and manage the firm’s factsheets, pitchbooks, and presentations using Adobe InDesign.* Employ robust quantitative and qualitative skills with an eye for design on various business development and marketing products.* Assist advisors in building and designing presentations that include portfolio analytics, market research, and financial planning assumptions.
EDUCATION
University of California, Davis
Master of Science - MS
University of California, Davis
Bachelor of Science - BS
ABOUT DANI BARRETT
2028 US Olympic Trials Qualifier & NCAA All-American | B.S, Wildlife Conservation…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.