Chris Forney, CFA, serves as an Investment Strategist and Trading Administrator at Cassaday & Company, Inc., since April 2016. Previously, Chris held the position of Associate at CW Financial Services LLC from October 2014 to April 2016 and spent seven years at Guggenheim Partners, where roles included Senior Investment Valuation Analyst and Investment Valuation Analyst. Key responsibilities encompassed processing corporate debt restructurings, performing income analysis on fixed income portfolios, overseeing futures trading processes, and managing corporate actions. Chris began a career in finance as a Portfolio Manager/Investment Analyst with the Student Managed Investment Portfolio Organization while studying for a Bachelor of Business Administration in Finance at Radford University, graduating in 2007.
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