Deep Enrich
Matt Lockwood
Investment Analyst & Associate Wealth Management Advisor
994 followers
Boston, Massachusetts, United States
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About me
Associate Portfolio Manager at Brown Advisory
Education
Loyola University Maryland
2014 - 2018Bachelor of Business Administration Finance, Writing minor
Boston College Carroll School of Management
2022 - 2026Master of Business Administration - MBA Candidate
Experience
Northwestern Mutual
Jun 2018 - Nov 2021Investment Analyst & Associate Wealth Management Advisor
Brown Advisory
Nov 2021 - nowAssociate Portfolio Manager
Jan 2024 - nowPortfolio Analyst
Nov 2021 - Jan 2024
Licenses & Certifications
Series 63
FINRAJul 2019Series 7
FINRAMay 2019SIE
FINRAApr 2019
Bloomberg Market Concepts Certification
Bloomberg LPApr 2017
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