Heath A. Raymond, CFA

Heath A. Raymond, CFA has worked in the financial services industry since 2005. Heath A. began their career at American Family Insurance as a Senior Fixed Income Investment Analyst, where they worked until 2008. Heath A. then joined The Phoenix Companies, Inc. as a Private Placement Investment Analyst, and was promoted to Senior Private Placement Investment Analyst and then Director, Private Placement Investments. In 2019, they moved to FOCUS Investment Banking as a Research Associate, and in 2020 they joined Energetic Insurance as a Manager, Credit Underwriting and then Senior Analyst, Credit Underwriting.

Heath A. Raymond, CFA holds a Master of Business Administration (MBA) in Finance from the University of Nebraska-Lincoln, as well as a Bachelor of Science (BS) in Finance and Economics from the same institution. Heath A. is also a Chartered Financial Analyst (CFA) certified by the CFA Institute.