Forrest Hill
Financial Advisor and Portfolio Manager, DeDora Capital
- Role
- Financial Advisor and Portfolio Manager at Dedora Capital
- Location
- Napa, CA, US
- LinkedIn followers
- 500 followers
About Forrest Hill
I am a CERTIFIED FINANCIAL PLANNER (tm) with over 15 years experience working with…
Experience
Financial Advisor and Portfolio Manager
Oct 2015 — Present
Provide financial planning and investment advice to individuals, trusts, companies, and charities to help clients achieve their most important personal, family, and professional goals. Experience in conventional and socially responsible investment management.
Education
Massachusetts Institute of Technology
Ph.D., Biological Oceanography
1995 — 2000
UMass Boston
MS, Biology, Mathematics
1990 — 1995
Boston University
Certificate in Financial Planning, Financial Planning and Services
2012 — 2014
Skills
- Socially Responsible Investing
- Series 63
- Investments
- Strategic Planning
- Financial Planning
- Investment Management
- Personal Financial Planning
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Finance
- Financial Advisory
- Wealth Management
- Bonds
- Strategic Financial Planning
- Project Management
- Quantitative and Statistical Methods
- Financial Analysis
- Public Speaking
- Valuation
- Sustainability
- Investment Advisory
- Financial Modeling
- Equity Research
- Compassion
- Retirement Planning
- Series 7
- Business Strategy
- Analysis
- Research
- Securities Research and Analysis
- Portfolio Management
- Economics
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