Mariam Moukaddem
Private Wealth Management Intern @Wincap Financial
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WORK HISTORY
Private Wealth Management Intern @Wincap Financial
Boston, MA, US
Support advisors managing $200M+ in AUM using platforms like Black Diamond, FactSet, Redtail CRM, and Wealthscape• Construct and rebalance customized portfolios for HNW clients, integrating tax, liquidity, and estate planning considerations• Produce macro and equity research that contributed to $5M+ in reallocated capital to improve performance and downside protection• Refined allocation strategies through market outlooks and scenario analysis to align with client objectives• Revamped monitoring/reporting processes, boosting efficiency by 70% and cutting prep time by 40%• Gained exposure to ESG, trust structures, behavioral finance, and multigenerational wealth planning
EDUCATION
Bentley University
Bachelor's degree
ABOUT MARIAM MOUKADDEM
Financial Technology and Business Administration major at Bentley University
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