Perry Hollowell, CFA, CMT, CAIA

Perry Hollowell, CFA, CMT, CAIA

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location of Perry Hollowell, CFA, CMT, CAIAMcLean, Virginia, United States

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  • Timeline

  • About me

    Impact Investor | WEF Young Global Leader | Toigo Fellow | CFA Certificate in ESG, EFFAS Certified ESG Analyst, GARP Sustainability & Climate Risk Certification, IFRS FSA Credential Holder

  • Education

    • Georgetown University McDonough School of Business

      2001 - 2005
      BSBA Accounting, Finance

      Polemarch of the Kappa Chi Chapter of Kappa Alpha Psi Fraternity Inc.

    • The University of Chicago Booth School of Business

      2011 - 2013
      Master of Business Administration (MBA) Finance

      Robert Toigo Fellow Chicago Booth Heagy Fellow

  • Experience

    • Goldman Sachs

      Jun 2005 - Jan 2011

      Global macro investor within the firm's internal hedge fund Equity derivatives market maker in the media, telecom, and consumer discretionary sectors

      • Principal Strategies Portfolio Manager, Vice President

        Jan 2009 - Jan 2011
      • Single Stock Volatility Trader, Associate

        Jun 2005 - Jan 2009
    • Guggenheim Partners

      Dec 2013 - Mar 2022

      Managed the firm's Enhanced Equity funds, which utilize derivatives to deliver superior risk-adjusted returns over their respective benchmarks Produced credit research reports and thought leadership pieces

      • Portfolio Manager, Managing Director

        Oct 2014 - Mar 2022
      • Senior Research Analyst, Vice President

        Dec 2013 - Oct 2014
    • CFI Partners

      Feb 2022 - now
      Head of Equities & Sustainable Investing

      Overseeing the integration of sustainable investing practices within all of the firm's investment strategies and managing equity investment strategies

  • Licenses & Certifications

    • Sustainability and Climate Risk Certificate

      GARP SCR Program
    • Chartered Financial Analyst (CFA)

      CFA Institute
    • Certified ESG Analyst

      EFFAS - The European Federation of Financial Analysts Societies
    • Chartered Market Technician

      CMT Association, Inc.
    • Alternative Investment Analyst Charter (CAIA Charter)

      CAIA Association
    • Certificate in ESG Investing

      CFA Institute
    • Fundamentals of Sustainability Accounting Credential Holder

      IFRS Foundation
  • Volunteer Experience

    • Board Member

      Issued by Make-A-Wish Mid-Atlantic on Jun 2022
      Make-A-Wish Mid-AtlanticAssociated with Perry Hollowell, CFA, CMT, CAIA
    • DC Regional Council Board

      Issued by Smithsonian Institution on Jan 2022
      Smithsonian InstitutionAssociated with Perry Hollowell, CFA, CMT, CAIA
    • Board Member

      Issued by Smithsonian's Anacostia Community Museum on Aug 2022
      Smithsonian's Anacostia Community MuseumAssociated with Perry Hollowell, CFA, CMT, CAIA
    • Strategic Advisor

      Issued by Silver Lining Finance - BETA on Jan 2021
      Silver Lining Finance - BETAAssociated with Perry Hollowell, CFA, CMT, CAIA
    • Advisor

      Issued by Beyond The Billion® (launched as The Billion Dollar Fund for Women®) on Aug 2022
      Beyond The Billion® (launched as The Billion Dollar Fund for Women®)Associated with Perry Hollowell, CFA, CMT, CAIA
    • Board Member, Finance Committee Chair

      Issued by Make-A-Wish Greater Los Angeles on Oct 2018
      Make-A-Wish Greater Los AngelesAssociated with Perry Hollowell, CFA, CMT, CAIA
    • Leadership Advisory Board

      Issued by Vista Del Mar on Aug 2018
      Vista Del MarAssociated with Perry Hollowell, CFA, CMT, CAIA
    • Board Member

      Issued by L.A. Works on Sept 2019
      L.A. WorksAssociated with Perry Hollowell, CFA, CMT, CAIA
    • Board Member

      Issued by NatureBridge on May 2017
      NatureBridgeAssociated with Perry Hollowell, CFA, CMT, CAIA