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Carl P. | Elance
 
176985602337900
Last Sign-in: Apr 14, 2013

Carl P.

More Return, Less Risk
   United States
  |   Harwich Port, MA

Overview

I am a Portfolio Manager and Equity Analyst with over 20 years of experience. I have worked with small investment management companies so I use a generalist analytical approach. I use approaches that are fundamental, technical and quantitative. I have broken ground with state of the art techniques that not only add value, but are very cost effective. My universe now includes equities (domestic and foreign), fixed income (domestic and foreign), asset allocation, and social entrepreneurship.
I write frequently. For my own company I have...

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Feb 6, 2012|Financial Reporting|$184|Completed
|
4.7
Jan 6, 2012|Financial Reporting|$2,137|Completed
Oct 31, 2011|Other - Finance & Mgmt|$411|Completed
|
5.0
Oct 10, 2011|Other - Finance & Mgmt|$274|Completed
|
4.7

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Skills (5)

Tested
Accounting
Financial Analysis
Analytics
Business Analysis
Business Planning

Service Description

Freelance work supplements Cape Cod Capital Management's core investment management services. We maintain our own proprietary investment process that has led to an excellent track record that has included outperforming our benchmarks 90 percent of the time over a 10 period before and including my current company. A versatile investment background allows me to flexible in terms of types of assignments. Whether the task is analysis, writing, or marketing my skills are rooted in a strong base of investment knowledge.
Fundamental analysis can include an evaluation of an individual company or in comparison with others in the same industry. We do have the ability to break down the equity markets into sectors and industries. While most of my background is with seasoned public companies it does require some in depth understanding of many industries and can be extended with much smaller companies. My work with early stage companies so far has concentrated on their needs for capital and support services. This work is much more hands on and would enable me to provide help in similar situations such as with business plans and market penetration issues.
Communication with shareholders, clients, or just interested parties on investment topics can easily be confusing when industry jargon is used and the sophistication of the audience is misjudged. I have received a lot of positive feedback from my writing since I use my investment background to focus on what is important then...

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Education

Bentley College
Master of Business Administration
-
CFA Institute
Chartered Financial Analyst
1988 - 1992
University of Rhode Island
Master of Science
1973 - 1975
Northeastern University
Bachelor of Science Chemical Engineering
1968 - 1973

Keywords

Investment
equity
start-up
business
finance
My Snapshot
Finance & Management
1
Elance Level
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  • 12 months
  • Lifetime
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Identity
Username
CapeCodCapital
Type
Individual
Member Since
October 2010
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Carl P. | Elance

Carl P.