Rachel Tyndall, CFAPortfolio Manager & Trading

    Rachel Tyndall, CFA

    Portfolio Manager & Trading

    Professional Background


    Industry Experience: 8 Years

    Responsible for portfolio implementation and rebalancing, special situations, and trading.

    Worked as an analyst helping evalute prospective portfolio companies in the venture capital field.

    Financial analyst valuing healthcare operations.

    Internships at Laffer Associates, Nicholas Applegate, and Ford Investor Services.


    Education

    • M.S.B.A. Finance, San Diego State University
    • B.A. in Social Science with Political Science emphasis, Biola University