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Miles Yourman, CFA

Miles Yourman, CFA

Summer Analyst

Followers of Miles Yourman, CFA1000 followers
location of Miles Yourman, CFANewport Beach, California, United States

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  • Timeline

  • About me

    Principal and Portfolio Manager at Knightsbridge Wealth Management

  • Education

    • Dartmouth College

      2003 - 2007
      AB Economics Magna cum Laude

      Activities and Societies: Phi Beta Kappa, Bones Gate Fraternity (Treasurer), Men's Volleyball (Captain), Physics Tutor, Economics Tutor, Jones Media Center Librarian

    • Columbia University - Columbia Business School

      2013 - 2014
      Master of Business Administration (MBA) Dean's Honors and Distinction

      Activities and Societies: Columbia Student Investment Management Organization, CBS Follies

    • Universitat de Barcelona

      2006 - 2006
      Spanish Language and Art History

  • Experience

    • Citi - Investment Banking Division

      Jun 2006 - Sept 2006
      Summer Analyst

    • Citi - Investment Banking Division

      Jul 2007 - Jul 2010

      • Senior Business Analyst / AVP

        Jul 2009 - Jul 2010

      • Business Analyst

        Jul 2008 - Jul 2009

      • Derivatives Settlement Specialist

        Feb 2008 - Jun 2008

      • International Settlement Specialist

        Jul 2007 - Jan 2008

    • Knightsbridge Wealth Management

      May 2010 - now

      • Principal and Portfolio Manager

        Sept 2014 - now

      • Research Analyst

        May 2010 - Aug 2014

    • KWM Asymmetric Opportunities Fund

      Feb 2024 - now
      Chief Investment Officer

  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute
      Aug 2015