Zuri Darrell, CFA

Zuri Darrell, CFA

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  • Timeline

  • About me

    Vice President, Investor Services at Butterfield Group

  • Education

    • University of Virginia

      -
      Bachelor of Arts - BA
  • Experience

    • Butterfield Group

      Jan 2008 - Jan 2011
      • Deputy Core Team Lead

        Jan 2010 - Jan 2011
      • Management Trainee

        Jan 2008 - Jan 2010
    • Butterfield Group

      Dec 2011 - now

      • Co-Manage the fixed income allocations for discretionary institutional client portfolios• Analyze global economic data, individual credit profiles and interest rates• Implement and monitor approved investment strategies in relative fixed income accounts• Participate in Group Investment Committees to help set overall F.I. strategy and positioning • Research and analyze global market trends as it relates to fixed income and credit sectors• Execute fixed income orders for Money Market Fund and relevant fixed income portfolios Show less

      • Vice President, Investor Services

        Jan 2019 - now
      • Fund Manager

        Jan 2013 - now
      • Assistant Portfolio Manager

        Dec 2017 - Dec 2018
      • Relationship Mgr / Investment Advisor-Broker

        Dec 2011 - Dec 2017
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Mar 2021
  • Volunteer Experience

    • Member

      Issued by Alpha Phi Alpha Fraternity
      Alpha Phi Alpha FraternityAssociated with Zuri Darrell, CFA