Grady Kozak

About Grady Kozak

I am a Fordham University Gabelli School of Business magna cum laude graduate where I received a BS in Business Administration with a concentration in Finance while playing on the Men\'s Division I Soccer team. I am currently looking to further my career with opportunities in asset or wealth management either in the US, or in Europe where I hold Italian citizenship. While enrolled in college I interned at BlueDoor Private Wealth, where I returned to work after graduation. During my time at BlueDoor, I conducted research and analysis of investment opportunities, using qualitative and quantitative methods to customize portfolio strategies. Additionally, I started my own company in college that provided affordable after-school soccer programs to elementary school students in multiple states across the country. Through this experience, I managed the entirety of the company and regularly worked with over 40 schools and 400 students. Through my experience in investment research, as a student-athlete, and starting my own business, I have proven myself as a entrepreneurially and analytically minded individual with a strong work ethic.

Experience

1. Associate Portfolio Manager

   Bluedoor Private Wealth

   May 2024 — Present

   Conduct in-depth analysis of investment opportunities, leveraging qualitative and quantitative research methods to identify trends and inform portfolio strategies•Prepare detailed, client-ready financial reports and market insights, collaborating with a senior advisor to develop actionable recommendations • Monitore and evaluated market developments, ensuring timely updates to investments and risk assessments