Fiona Bartholomew
Investment Analyst at Great Point Capital
- Role
- Investment Analyst at Great Point Capital Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Investment Analyst
Jun 2023 — Present · Chicago, IL, US
Conducted due diligence across a variety of asset classes and types of investment offerings including 1031 exchanges, credit funds, qualified opportunity zones, different Regulation A and Regulation D offerings- Assisted financial advisors in moving their clients’ retirement accounts as the RIA side to aid in the growth of the RIA side of the firm- Collected, documented and filed company and advisor documents for ongoing FINRA and SEC audits within the company
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