Chadwick Roberson Email & Phone Number
Director of Finance and Investments @ THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM
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Chadwick Roberson Location
- New York, NY, US
Chadwick Roberson Work
- 2026 -now Director of Finance and Investments @
- 2024 -2026 Controller @
- 2021 -2024 President - Head of Investments and Trading @
- 2018 -2021 Vice President of Investment Management and Research @
- 2015 -2018 Financial Services Professional @
- 2014 -2015 Corporate FX Derivative Sales @
- 2010 -2014 Investment Banking Associate @
- 2010 -2010 Broker Dealer Analyst @
- 2008 -2010 Wealth Management Analyst @
- 2006 -2008 Client Associate @
Chadwick Roberson Education
- Southern University and A&M College- Baton Rouge
Bachelor of Science - BS (Finance, General)
- Yale School of Management
Investment Management Theory and Practice (Investment Management Theory and Practice, Certificate Program (CIMA))
Chadwick Roberson Skills
- Risk Management
- Public Speaking
- Financial Reporting
- Microsoft Office
- Insurance
- Building Relationships
- Fixed Income
- Capital Markets
- Derivatives
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Investments
- Leadership
- Portfolio Management
- Securities
- Wealth Management
- Investment Banking
- Asset Allocation
- Financial Planning
- Investment Policy Statements
- Investment Portfolio Design
- Investment Strategies
- Equity Capital Markets
- Credit Risk
- Sales
- Credit
- Leveraged Finance
- Bloomberg Terminal
- Bloomberg
- Series 7
- Operational Risk Management
- Morningstar
- Private Clients
- Alternative Investments
- Credit Derivatives
- Banking
- FX Options
- Hedge Funds
- Corporate Finance
- Business Development
- Valuation
- Private Client Services
- Microsoft Excel
- Asset Management
Chadwick Roberson Summary
- Chadwick Roberson, based in New York, NY, US, is currently a Director of Finance and Investments at THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM. Chadwick Roberson brings experience from previous roles at THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM, Pivotal Advisors, Momentum Advisors and NYLIFE Securities LLC. Chadwick Roberson holds a Bachelor of Science - BS in Finance, General @ Southern University and A&M College- Baton Rouge. With a robust skill set that includes Risk Management, Public Speaking, Financial Reporting, Microsoft Office, Insurance and more. Chadwick Roberson has 4 emails and 1 mobile phone numbers on RocketReach.
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