John Edwards Email & Phone Number
Sr Portfolio Manager @ Capital Ideas
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John Edwards Location
- Pocatello, ID, US
John Edwards Work
- 2024 -now Sr Portfolio Manager @
- 2019 -now Managing Partner @
- 2019 -now Managing Partner @
- 2019 -2019 Financial Advisor @
- 2017 -2018 Partner @
- 2012 -2017 Director, Equities Research @
- 2006 -2012 Senior Vice President, Equities Research @ Morgan Keegan
- 1997 -2004 Vice President and Sr. Equity Analyst, Natural gas pipelines and utilities @
- 1986 -1994 Project Finance Director and Director of Business Development @ Edison Mission Energy
John Edwards Education
- CFA Institute
Chartered Financial Analyst
1996-2001 - Cal State Fullerton, College of Business and Economics
Master of Business Administration - MBA (Finance)
1986-1989 - Occidental College
BA (Economics)
John Edwards Skills
- Financial Modeling
- Hedge Funds
- Wealth Management
- Natural Gas
- Forecasting
- Financial Reporting
- Fixed Income
- Due Diligence
- Project Finance
- Mergers
- Equity Research
- Valuation
- Strategic Financial Planning
- Risk Management
- FINRA
- Series 7
- Trading
- Analysis
- Equity Capital Markets
- Asset Allocation
- Series 63
- Investor Relations
- Investment Banking
- High Yield
- Investments
- Negotiation
- Capital Markets
- Financial Services
- Mutual Funds
- Asset Managment
- Corporate Finance
- Trading Systems
- Energy
- Bonds
- Finance
- Structured Finance
- Alternative Investments
- M&A experience
- Equity Valuation
- Securities
- Private Placements
- Economics
- Bloomberg
- Chartered Financial Analyst
- Equities
- Financial Structuring
- Business Strategy
- Venture Capital
- Financial Analysis
- Private Equity
- Leadership
- Business Development
- Microsoft Office
- Research
- Customer Service
- Program Management
- Management
John Edwards Summary
- John Edwards, based in Pocatello, ID, US, is currently a Sr Portfolio Manager at Capital Ideas. John Edwards brings experience from previous roles at Principal Street Partners, Edward Jones and ATLAS Infrastructure. John Edwards holds a 1996 - 2001 Chartered Financial Analyst @ CFA Institute. With a robust skill set that includes Financial Modeling, Hedge Funds, Wealth Management, Natural Gas, Forecasting and more. John Edwards has 5 emails and 1 mobile phone numbers on RocketReach.
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Top Capital Ideas Employees
John Edwards
Sr Portfolio Manager
Pocatello, ID, US
James Jacobson
Managing Partner
Chicago, IL, US
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