Profiel
Mr. Neil W.
Goodson, CFA, is an Advisor & Chief Compliance Officer at Proffitt & Goodson, Inc. As an Advisor, he crafts investment strategies for private wealth and institutional clients.
In addition, he guides clients through tax, charitable giving, and retirement planning.
He also spearheads administrative and legal compliance functions and is the firm’s Chief Compliance Officer.
His expertise shone in quantitative analysis, risk management, and asset allocation research.
From 2010 to 2016, he honed his skills as a research analyst and assistant portfolio manager at New Century Advisors LLC in Bethesda, Maryland.
He started his career in the capital market section in the U.S.
Federal Reserve Board in Washington, DC.
Mr. Goodson holds an MS in finance from Washington University in Saint Louis and a BS in applied mathematics and economics from the College of Charleston.
Actieve functies van Neil Walker Goodson
| Bedrijven | Functie | Begin |
|---|---|---|
Proffitt & Goodson, Inc.
Proffitt & Goodson, Inc. Investment ManagersFinance ProffittGoodson takes a sensible and specific approach to managing generational wealth, one rooted in long-term perspective as well as short-range detail. Their investment process generally results in an equity portfolio containing a core of high quality, large and mid-cap stocks. The balance is invested in special situations. The firm’s analysis favors companies with consistently strong earnings growth, favorable valuations relative to growth rates, and solid financial structures. Above all, they are looking for the ability of a company to produce above average returns, without assuming an undue amount of financial risk. | Compliance Officer | 01-07-2019 |
Eerdere bekende functies van Neil Walker Goodson
| Bedrijven | Functie | Einde |
|---|---|---|
New Century Advisors LLC
New Century Advisors LLC Investment ManagersFinance NCA utilizes a wide spectrum of opportunities to manage complex risks with the goal of generating value for its clients. The firm employs a team investment approach and uses both top-down and bottom-up analytics to generate investment ideas. Their investment approach focuses on dividing the fixed-income markets according to six risk factors: interest rates, term structure, inflation, volatility, credit and non-US. | Analist-Vaste Inkomen | - |
Opleiding van Neil Walker Goodson
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Proffitt & Goodson, Inc.
Proffitt & Goodson, Inc. Investment ManagersFinance ProffittGoodson takes a sensible and specific approach to managing generational wealth, one rooted in long-term perspective as well as short-range detail. Their investment process generally results in an equity portfolio containing a core of high quality, large and mid-cap stocks. The balance is invested in special situations. The firm’s analysis favors companies with consistently strong earnings growth, favorable valuations relative to growth rates, and solid financial structures. Above all, they are looking for the ability of a company to produce above average returns, without assuming an undue amount of financial risk. | Finance |
College of Charleston
College of Charleston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New Century Advisors LLC
New Century Advisors LLC Investment ManagersFinance NCA utilizes a wide spectrum of opportunities to manage complex risks with the goal of generating value for its clients. The firm employs a team investment approach and uses both top-down and bottom-up analytics to generate investment ideas. Their investment approach focuses on dividing the fixed-income markets according to six risk factors: interest rates, term structure, inflation, volatility, credit and non-US. | Finance |
















