James Engelbrecht
Fiduciary Portfolio Manager focused on guiding high net-worth clients achieve their long-term financial goals.
- Role
- Senior Investment Advisor at PNC
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About James Engelbrecht
Experienced research analyst. Background in equities analysis. Currently focused on investment manager due diligence and investment research.Specialties: Equity, Debt, Sales, Operations, Equity Valuation, Portfolio Management, CDOs, Stocks, Bonds, Money Management, Wealth Management
Experience
Senior Investment Advisor
Oct 2021 — Present · Houston, TX, US
Education
Saïd Business School, University of Oxford
Certificate, Fintech
2017 — 2018
University of Houston, C.T. Bauer College of Business
MBA, Finance
2004 — 2007
University of Houston, C.T. Bauer College of Business
Graduate Certificate, Financial Services Management
2003 — 2005
United States Military Academy at West Point
BS, American Legal System and Systems Engineering
1993 — 1997
Skills
- Due Diligence
- Hedge Funds
- Financial Research
- Asset Managment
- Asset Allocation
- Mutual Funds
- Commodity
- Series 63
- Investment Advisory
- Financial Services
- Investment Management
- Emerging Markets
- Equity Analysis
- Etfs
- Equity Valuation
- Financial Modeling
- Portfolio Management
- Finance
- Asset Management
- Capital Markets
- Series 7
- Leadership
- Valuation
- Bonds
- Investment Strategies
- Alternative Investments
- Private Equity
- Bloomberg
- Trading
- Investment Banking
- Fixed Income
- Equity Research
- Strategy
- Venture Capital
- Securities
- Wealth Management
- Derivatives
- Equities
- Debt
- Investments
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