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Chief Investment Officers in US

New Mexico Chief Investment Officers Directory

Trustoria includes a professional profile for nearly every Chief Investment Officer in New Mexico.

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15 results found

Joelle Mevi Santa Fe, NM

Professions & Specialties

Chief Investment Officer • Management Analysts • Chief Information Officer • Deputy Manager • Chief Executive • Technology Director • Technology Manager • Technical Managers • Community Service Manager • Chief Accountant • Account Manager • Investor • Master of Business Administration • Government Administration Professional

Experience & Education

Position:
Chief Investment Officer at New Mexico Public Employees Retirement Assn.
Title:
Chief Investment Officer, New Mexico Public Employees Retirement Assn
Location:
Santa Fe, New Mexico Area
Industry:
Investment Management
Work history:
New Mexico Public Employees Retirement Assn. Chief Investment Officersince Mar 2010UNM Anderson School of Mgmt EMBA student2011 - 2013
Skills:
Portfolio Management, Financial Analysis, Investments, Asset Managment, Alternative Investments,...
Full Profile

Joelle Mevi Santa Fe, NM

Professions & Specialties

Chief Investment Officer • Management Analysts • Chief Information Officer • Deputy Manager • Chief Executive • Technology Director • Technology Manager • Technical Managers • Operations Manager • Community Service Manager • Chief Accountant • Account Manager • Investor • Business Administrator • Master of Business Administration • Bachelors Degree • Government Administration Professional

Experience & Education

Position:
Chief Investment Officer at New Mexico Public Employees Retirement Assn.
Title:
Chief Investment Officer, New Mexico Public Employees Retirement Assn
Location:
Santa Fe, New Mexico Area
Industry:
Investment Management
Work history:
New Mexico Public Employees Retirement Assn. Chief Investment Officersince Mar 2010UNM Anderson School of Mgmt EMBA Graduate2011 - 2013
Full Profile

Daniel Wiggins Albuquerque, NM

Professions & Specialties

Chief Investment Officer • Management Analysts

Experience & Education

Position:
Chief Investment Officer at Black Label Wealth Management, LLC
Title:
Chief Investment Officer at Black Label Wealth Management in Durango, CO
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Black Label Wealth Management, LLC Chief Investment Officersince Jun 2004
Skills:
Hedge Funds
Full Profile

Robert Jacksha Santa Fe, NM

Professions & Specialties

Chief Investment Officer • Management Analysts • Community Service Manager • Operations Manager • Government Administration Professional

Experience & Education

Position:
Chief Investment Officer at New Mexico Educational Retirement Board
Location:
Santa Fe, New Mexico Area
Industry:
Government Administration
Work history:
New Mexico Educational Retirement Board Chief Investment Officersince Jan 2007New Mexico State Investment Council Deputy State Investment OfficerJan 1998 - Jan 2007
Full Profile

Lee Munson Albuquerque, NM

Professions & Specialties

Chief Investment Officer • Chief Executive Officer • Chief Operating Officer • Management Analysts • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Position:
Chief Investment Officer at Portfolio, LLC, CEO at Portfolo LLC
Title:
Chief Investment Officer at Portfolio, LLC
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Portfolio, LLC Chief Investment Officersince Jan 2008Portfolo LLC CEOsince 2008
Skills:
Risk Analysis, Trading Systems, Trading Strategies, Risk Management, Portfolio Management, Asset...
Certifications:
Chartered Financial Analyst
Certified Financial Planner
Full Profile

Mario Ward Albuquerque, NM

Professions & Specialties

Chief Investment Officer • Management Analysts • Financial Officer • Financial Manager • Chief Executive • Financial Analyst • Apprentice • Instructor • Pedagogue • Student Worker

Experience & Education

Title:
Chief Investment Officer at Ward Financial, LLC
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Full Profile

Leo Gonzalez Albuquerque, NM

Professions & Specialties

Treasurer • Chief Investment Officer • Financial Officer • Financial Manager • Management Analysts • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Analysts • Automotive Professional

Experience & Education

Position:
Assistant Treasurer at PNM Resources
Location:
Albuquerque, New Mexico
Industry:
Financial Services
Work history:
PNM Resources - Albuquerque, NMAssistant Treasurersince Oct 2012Radiance Investments LLC - Albuquerque, NMChief Investment OfficerApr 2008 - Oct 2012
Full Profile

Linda Roseborough Santa Fe, NM

Professions & Specialties

Chief Investment Officer • Director • Vice President • Management Analysts • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer & Investment Division Director at State of New Mexico - State...
Title:
Chief Investment Officer at State of New Mexico Treasurer's Office
Location:
Santa Fe, New Mexico Area
Industry:
Financial Services
Work history:
State of New Mexico - State Treasurer's Office - Santa Fe, New Mexico AreaChief Investment Officer & Investment Division Directorsince Jan 2012JPMorgan Chase Treasury Vice PresidentSep 2008 - Jul 2009
Skills:
Portfolio Management, Financial Analysis, Banking, Asset Allocation, Asset Managment, Investments,...
Languages:
Spanish
Full Profile

Jude Gleason Albuquerque, NM

Professions & Specialties

Chief Investment Officer • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at REDW Stanley Financial Advisors
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
REDW Stanley Financial Advisors Chief Investment Officersince Oct 2002
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Robert Willis Santa Fe, NM

Professions & Specialties

Executive Vice President • Chief Investment Officer • Financial Manager • Vice President • Chief Executive • Management Analysts • Operations Manager • Investment Management Professional • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Title:
Independent Investment Management Professional
Location:
Santa Fe, New Mexico Area
Work history:
Museum Of New Mexico Foundation Investment Committee Member2006 - 2009Avalon Trust Company Executive Vice President & Chief Investment OfficerJan 2003 - Sep 2004
Full Profile

Peter Lehrman Albuquerque, NM

Professions & Specialties

Chief Investment Officer • Management Analysts • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
Chief Investment Officer at Universal Advisory Services
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Universal Advisory Services Chief Investment OfficerJohn Moore & Associates Portfolio ManagerApr 1997 - Apr 2004
Full Profile

Rick Tyner Santa Fe, NM

Professions & Specialties

Chairperson • Chief Investment Officer • Chief Executive • Management Analysts • Management Consultant • Contractor • Management Analyst • Analysts • Independent Business Owners

Experience & Education

Title:
Investment Management Consultant and Contractor
Location:
Santa Fe, New Mexico Area
Industry:
Investment Management
Work history:
McDermott International Investments, Co. President1988 - 2001
Full Profile

Josh Yafa Santa Fe, NM

Professions & Specialties

Produce Manager • Production Manager • Financial Manager • Manager • Chief Investment Officer • Vice President • Chief Executive • Operations Manager • Management Analysts • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Advisor • Subject Matter Expert • Skilled Professional • Managers • Relationship Manager • Account Service Manager • Client Service Officer • Master of Business Administration • Dean • Higher Education Professional • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Senior Portfolio Specialist at Thornburg Investment Management
Location:
Santa Fe, New Mexico
Industry:
Investment Management
Work history:
Thornburg Investment Management Senior Portfolio Specialistsince Jun 2012Franklin Templeton Investments - San Francisco Bay AreaProduct Manager - Global Fixed IncomeMar 2011 - Jun 2012
Skills:
Investments, Equities, Asset Managment, Fixed Income, New Business Development, Financial Services, ...
Certifications:
Series 7 Securities License, NASD
Series 66 Securities License, NASD
Full Profile

David Busch Albuquerque, NM

Professions & Specialties

Financial Director • Chief Investment Officer • Chief Information Officer • Sales Manager • Financial Officer • Financial Manager • Management Analysts • Technology Director • Technology Manager • Technical Managers • Controller • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive

Experience & Education

Position:
Investment Officer/ Controller at Citizens Bank
Location:
Albuquerque, New Mexico Area
Industry:
Banking
Work history:
Citizens Bank Investment Officer/ Controllersince Jun 2005Wells Fargo Investments Financial ConsultantAug 2003 - May 2005
Skills:
Fixed Income Portfolio Management, Asset/ Liability Management, Wholesale Funding, Financial...
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

Martha Campbell Snowmass, CO

Professions & Specialties

Chief Investment Officer • Board Member • Management Analysts • Management Team Executive • Operations Manager • Analyst • Analysts • Researcher • Survey Researcher • Supervisor • Field Supervisor • Philanthrope • Advisor • Skilled Professional • Managers • Non-Profit • Baker • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Bachelor of Arts • Master of Business Administration • Master of Science • Student Worker

Experience & Education

Position:
Analyst at Rocky Mountain Institute
Location:
Snowmass, Colorado
Industry:
Renewables & Environment
Work history:
Rocky Mountain Institute - Snowmass, COAnalystsince Jul 2013Natural Capital Project Student Researcher2012 - 2013
Languages:
Spanish - Emersion 2006, Argentina
Full Profile