Alisha Norris, CFA

Experience

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  Thrivent Financial

  May 2009 - Aug 2009

  Investment Intern
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  Lincoln Financial Group

  May 2010 - Aug 2010

  Internal Audit Intern
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  Ball State University

  Aug 2010 - Jul 2011

  Graduate Assistant

  During graduate school, I worked as a graduate assistant in the Finance department at Ball State University. I was specifically assigned to three finance professors. My role was to tutor finance and insurance undergraduates, assist in research for academic papers, proctor exams, and assist in the grading process.

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  Old National Bank (formerly Tower Bank & Trust Co)

  Aug 2011 - Sept 2013

  Research Analyst

  I assisted in the management of over $550 million in discretionary trust assets. As a research analyst, my main responsibilities included researching potential investments and preparing summaries for portfolio managers to use in their client portfolios, performing fund manager due diligence, and completing quarterly composite performance measurement, attribution, and appraisal. I performed all trading functions for the trust department including firm wide rebalancing on a quarterly basis. I managed our soft dollar arrangements and maintained relationships with approved brokers. I maintained approved mutual fund, equity, and ETF lists that portfolio managers used for inclusion in client portfolios. These lists were created utilizing screens in Morningstar Direct, Valueline, and Bloomberg. I monitored financial news and followed Ned Davis, Strategas, and BCA Research and provided timely communication to portfolio managers. I was a member of the firm's Investment Policy Committee. Show less

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  Dekko Investment Services

  Sept 2013 - Feb 2022

  Research

  I assisted in the management of brokerage and advisory assets. My responsibilities included the following functions:- I researched and analyzed stocks, mutual funds, exchange traded funds, and fixed income securities in order to assist financial advisors with investment decisions for client portfolios. - I assisted in the creation and maintenance of our model portfolios, determined appropriate strategic and tactical asset allocations within the model portfolios based on capital market expectations, and performed performance attribution and performance appraisals on a monthly, quarterly, and annual basis.- I performed most trading and rebalancing functions for client portfolios.- Among other things, I assisted in compliance and marketing efforts by authoring our quarterly newsletter and maintaining our social media presence. Show less

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  Credent Wealth Management

  Feb 2022 - now

  Senior Portfolio Manager

  CX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total cost of investing.For important disclosure information regarding services offered through Credent Wealth Management, please visit https://www.credentwealth.com/disclosures Show less