Verified recordFinancial Services

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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Email

1 credit

m•••••••@cfainstitute.org

Phone

5 credits

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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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