Grace Hornecker
Portfolio Analyst @Aldrich Wealth
Portland, OR, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2022 — Present
Portfolio Analyst @Aldrich Wealth
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Lake Oswego, OR, US
Analyzing current and prospective client portfolios. Creating implementation plans that align with firm\'s model portfolios. Researching and developing firm\'s ESG investment philosophy. Reviewing client portfolios on continual basis. Creating monthly and quarterly reports for consulting and UHNW clients. Assisting with trade execution.
EDUCATION
2012 — 2016
Jesuit High School Portland
High School Diploma
2016 — 2020
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science - BS, Finance
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