CAPTRUST
Son L. has a diverse work experience in the financial sector. Son started their career as a Portfolio Manager at the William C. Conner Foundation Educational Investment Fund in 2015, where they gained experience in managing a $1.3 million portfolio. In 2016, Son worked as an Intern in the International Operations Loan Review Group at GM Financial, a global provider of auto finance solutions.
From 2017 to 2019, Son worked as a Private Equity Analyst at Triple Crown Investment Group, where they gained expertise in analyzing private equity investments. Son then joined Pickering Energy Partners in 2019 as an Analyst and later became an Associate, where they focused on energy-related investments.
In 2021, Son worked as an Investment Analyst at Portfolio Evaluations, Inc., further enhancing their analytical skills in the investment field. Currently, in 2022, they are an Analyst in Alternative Investments at CAPTRUST, where they are involved in analyzing and evaluating alternative investment opportunities.
Overall, Son L. has accumulated valuable experience in portfolio management, investment analysis, private equity, and alternative investments throughout their career.
Son L. began their education in 2014 when they enrolled at Texas Christian University. Son pursued a Bachelor of Business Administration (BBA) degree with a focus on Accounting and Finance. Son completed their undergraduate studies in 2017.
After completing their bachelor's degree, Son L. decided to further their education and enrolled at New York University in 2021. Son is currently pursuing a Master of Business Administration (MBA) degree. The specific field of study for their MBA is not specified.
In addition to their formal education, Son L. has obtained the Chartered Financial Analyst® (CFA) charter. However, the specific year and month when they obtained this certification are not provided.
Overall, Son L. has a bachelor's degree in Accounting and Finance, is currently pursuing an MBA, and holds the Chartered Financial Analyst® (CFA) charter.
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