Matthew Budd
Cfa Program Level Iii Candidate at Cfa Institute
Based in Troy, United States
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Seniority
Other
Department
Other
Location
Troy
Industry
Financial Services
Company size
2.8K
Contact information
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m•••••••@cfainstitute.org
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Background
About Matthew Budd
I am a passionate, client focused, trusted Investment Advisor and Strategist. In addition to being an experienced investment professional who is committed to high ethical standards and has the ability to execute complex investment decisions on a client’s behalf, I am a Level candidate in the CFA Program. It is this candidacy that exemplifies my desire to continuously improve; by embarking on this arduous journey to obtain what many consider the gold standard of the Investment profession. I thrive in both Team and individual environments. Below is a list of a few of my key competencies: • Investment Management/Analysis • Strong written and oral communicator • Highly adaptable to change • Relationship Management • Proficiency in Microsoft Office applications • Portfolio/Asset Allocation
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