Uma Moriarity, CFA is a seasoned professional with a diverse background in investment strategy, sustainability, and financial analysis. With experience at CenterSquare Investment Management, Green Building United, and ExxonMobil, Uma has showcased strong leadership and analytical skills. Additionally, their educational background includes multiple degrees from Penn State University, further enhancing their expertise in accounting and finance.
October, 2022 - present
July, 2021
July, 2017
Senior Investment Strategist at City National Rochdale, LLC
Team Lead | Senior Investment Strategist at Invest Ontario
Senior Investment Strategist at Carlson Capital Management
Senior Investment Strategist at Zacks Investment Research
Managing Director, Senior Investment Strategist at Bleakley Financial Group
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