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Zachary Cain

Portfolio Manager Associate @ U.S. Trust

Senior Vice President, Portfolio Manager at Bank of America Private Bank

Greater Los Angeles Area

Ranked #1,233 out of 24,660 for Portfolio Manager Associate in United States

Section title

Zachary Cain's Email Addresses & Phone Numbers

Zachary Cain's Work Experience

U.S. Trust

Portfolio Manager Associate

August 2015 to March 2018

U.S. Trust

Portfolio Management Assistant

September 2013 to August 2015

U.S. Trust

Vice President, Portfolio Manager

March 2018 to March 2019

Greater Los Angeles Area

Zachary Cain's Education

California State University-Fullerton

Bachelor of Arts (B.A.), Business Administration, Finance, 3.5 GPA in Finance concentration

2011 to 2013

Zachary Cain's Professional Skills Radar Chart

Based on our findings, Zachary Cain is ...

Loves life
Calm under pressure
Verbal

What's on Zachary Cain's mind?

Based on our findings, Zachary Cain is ...

50% Left Brained
50% Right Brained

Zachary Cain's Estimated Salary Range

About Zachary Cain's Current Company

U.S. Trust

Frequently Asked Questions about Zachary Cain

What company does Zachary Cain work for?

Zachary Cain works for U.S. Trust


What is Zachary Cain's role at U.S. Trust?

Zachary Cain is Portfolio Manager Associate


What is Zachary Cain's personal email address?

Zachary Cain's personal email address is z****[email protected]


What is Zachary Cain's business email address?

Zachary Cain's business email addresses are not available


What is Zachary Cain's Phone Number?

Zachary Cain's phone (**) *** *** 196


What industry does Zachary Cain work in?

Zachary Cain works in the Financial Services industry.


About Zachary Cain

đź“– Summary

Portfolio Manager Associate @ U.S. Trust From August 2015 to March 2018 (2 years 8 months) Portfolio Management Assistant @ U.S. Trust From September 2013 to August 2015 (2 years) Vice President, Portfolio Manager @ U.S. Trust From March 2018 to March 2019 (1 year 1 month) Greater Los Angeles AreaSenior Vice President, Portfolio Manager @ Bank of America Private Bank Vice President, Portfolio Manager @ Bank of America Private Bank From March 2019 to February 2020 (1 year) Greater Los Angeles AreaEquity Analyst / Portfolio Manager @ California State University, Fullerton •Conduct a bottom up approach in selecting securities for the portfolio•Write buy, sell and hold recommendation of various securities of interest to the fund•Apply security valuation models when selecting investments•Compile economic forecasts by analyzing current Macroeconomic trends and events•Create monthly statements to show the Executive Board our performance relative to the benchmark•Present the investment fund strategy and structure to an Executive Board consisting of investment industry professional, the finance department Dean and Mihaylo college faculty From August 2012 to May 2013 (10 months) Fullerton, CAVice President, Student Managed Investment Fund (SMIF) @ California State University, Fullerton From August 2012 to April 2013 (9 months) Fullerton, CA


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In a nutshell

Zachary Cain's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

1 year(s), 4 month(s)

Zachary Cain's Willingness to Change Jobs

Unlikely

Likely

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Zachary Cain's Social Media Links

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