Cindy Rosen Axelrod, CFA

Experience

• 

  Friess Associates

  Jan 1992 - Jan 1995

  Equity Analyst

  Equity generalist

• 

  1838 Investment Advisors/MBIA

  Jan 1995 - Jan 2000

  Principal, Portfolio Manager

  Co-Portfolio Manager, Small Cap Equity Value Fund

• 

  BlackRock

  Jan 2000 - Jan 2002

  Vice President and Portfolio Manager

  Co-Portfolio manager of small cap and mid cap value investment fund and client portfolios, with key focus on healthcare and consumer staples sectors

• 

  Glenmede

  Jan 2002 - Jan 2012

  Vice President and Sr. Securities Analyst

  Conducted quantitative screening and fundamental analysis of mid-large capitalization consumer staples and healthcare sector stocks. Anticipated future business trends and assess current business conditions to determine long term stock recommendations and portfolio outperformance. Developed investment thesis and financial models via thorough and ongoing contact with key decision makers, customers, competitors, suppliers, and analysts.

• 

  Temple University

  Jan 2013 - Jun 2019

  Assistant Professor
• 

  The William C. Dunkelberg Owl Fund

  Jan 2013 - now

  Director
• 

  Temple University Investment Association

  Jan 2013 - Jun 2020

  Faculty Advisor
• 

  Fox School of Business at Temple University

  Jul 2016 - now

  • Associate Professor of Finance, Deputy Dept Chair, Director of Financial Planning & The Owl Fund

    Jul 2019 - now

  • Faculty Advisor, Women In Finance

    Jun 2019 - Jul 2023

  • Faculty Advisor, Financial Planning Association

    Jul 2016 - Jul 2019