
MacGregor Beatty
Representative

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About me
Investment Professional
Education

Middlebury-Monterey Language Academy
2014 - 2014Chinese Language and LiteratureFull immersion five-week language program in Beijing, ChinaFluency Award

Middlebury-Monterey Language Academy
2013 - 2013Chinese Language and LiteratureFull immersion five-week language program in Pomona, CaliforniaPresentation Award

University of Chicago
2017 - 2022Bachelor of Arts - BA Economics with Specialization in Business, East Asian Languages and CivilizationsActivities and Societies: Sigma Chi Fraternity, Outdoor Adventure Club, URock (Climbing Club)

Donghua University
2016 - 2016College study program through CET Chinese Studies.Courses included: Advanced Chinese Level 200, Chinese History, Effectively Working in China

Groton School
2013 - 2017High School DiplomaActivities and Societies: Lead Prefect, Lower School Prefect (8th and 9th Grade Dorm Prefect), Admission Prefect, Global Education Prefect Graduated with HonorsACT: 35 (SAT Equivalent – 1580), SAT Subject Tests: Math IIC – 800, US History 720
Experience

U.S. Department of State
Jun 2015 - Aug 2015RepresentativeFull scholarship to represent the U.S. Department of State through the National Security Language Initiative for Youth in Hangzhou the year prior to the G20. Included intensive language program and local homestay.

PwC
Jun 2016 - Aug 2016InternAssisted PwC’s newly launched initiative for delivering global services 24/7 utilizing American, Chinese, and Indian member firms. Developed 16 presentations and led training sessions on business practices across cultural and language barriers. Trained in PwC’s proprietary ‘transform framework’ for change and project management.

Oregon Venture Fund
Dec 2017 - Jan 2018InternSupported venture funding of clean tech, renewable energy, and AI companies with focus on in-state projects.

Dimensional Fund Advisors
Mar 2023 - nowDirect analyst, associate, senior associate support for $14.75 B in net new Institutional investments including largest initial funding in Dimensional’s history. Chosen by department head to work with firm leadership on ‘Strategic Opportunities’ focused on engaging sovereign wealth, public pensions, and other large institutional asset pools. Awarded highest tier Spot Award for ‘contributions beyond the scope of day-to-day activities and assignments.’Participated in more than 120 prospect and client meetings, including onsite due diligence, supporting investments in both new and existing strategies across a variety of vehicle types. Show less
Associate
Mar 2024 - nowAnalyst
Mar 2023 - Mar 2024
Licenses & Certifications

Series 66
FINRASept 2023
Series 7
FINRAJul 2023- View certificate

Emergency Medical Technician (EMT)
National Registry of Emergency Medical TechniciansOct 2020 - View certificate
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Wilderness First Responder
SOLO (Stonehearth Open Learning Opportunities)Oct 2019 
Securities Industry Essentials (SIE)
FINRAJun 2023- View certificate
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Avalanche Rescue
American Institute for Avalanche Research and Education (AIARE)Dec 2019
Honors & Awards
- Awarded to MacGregor BeattyShift Conference Emerging Leaders Program - 2021 Cohort - Oct 2021 Selected for the Shift Conference Emerging Leaders Program in 2021. The program aims to identify and develop early career leaders at the intersection of outdoor recreation, conservation, land management, and public health. The 2021 conference was focused providing equitable access to the outdoors through evidence-based and business oriented solutions.https://shiftjh.org/emerging-leaders-program/
- Awarded to MacGregor BeattyAl Tauscher Award - Multnomah Athletic Club/22,000 membersHonorees demonstrate exceptional leadership, inspiring behavior, great teamwork and participation in extracurricular interests, and community service.
Volunteer Experience
Volunteer
Issued by Team Rubicon on Sept 2020
Associated with MacGregor Beatty
Languages
- chChinese
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