Sylvia has been in the financial industry for more than 20 years and wears many hats at the firm. Sylvia Callan, CFA® Portfolio Manager In addition to asset management, she provides macroeconomic and sector research; due diligence on stocks, mutual funds, fixed income securities, options, and other securities. She leads the firm’s efforts in portfolio implementation and assists with trading securities. Sylvia also oversees the firm’s ESG {Environmental, Social, Governance] investment strategy. Sylvia’s interest in finance started with internships at prominent business schools including the Wharton School in Philadelphia and the UCLA Anderson School of Management. After graduating from Yale University, she landed in the hedge fund industry and from there, at the global investment firm, UBS. Sylvia’s holds the CFA® [Chartered Financial Analyst] designation and is a member of the CFA Institute and Boston Security Analysts Society as well as a member of the CFA Practice Analysis Working Body [CFA curriculum]. In addition, she holds the CFA Institute Certificate in ESG Investing, a certification recognized by the UN Principles for Responsible Investing [PRI], a renowned global institution committed to ESG efforts. Sylvia holds FINRA Series 7, 63, 65, 86, 87 designations and licenses including General Principal, Options and Municipal.