Jimmy Hreiki, CAIA

Jimmy Hreiki, CAIA

Investment Associate @ WE Family Offices

Country

United States

City

Miami

Industry

Financial Services

Skill

Hedge Funds, Credit Management, Private Equity, Digital Assets, Asset Allocation, Commodity Risk Management, Risk Management, Venture Capital, Stata (Statistics application), Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Management, Financial Analysis, Portfolio Management, Investment Management, Thomson Reuters Eikon, Equities, Private Banking

Experience

WE Family Offices

Investment Associate

WE Family Offices

LinkedIn
2023-5 - Present · 3 yrs 5 mos

Miami, Florida, United States

Windrose Advisors

Vice President

Windrose Advisors

LinkedIn
2023-1 - 2023-5 · 5 mos

Greater Boston Area

Windrose Advisors

Investment Associate

Windrose Advisors

LinkedIn
2019-9 - 2023-1 · 3 yrs 5 mos

Greater Boston Area

Windrose Advisors is an independent boutique wealth management firm. Windrose delivers sophisticated, customized investment advice to a select group of families, foundations, and endowments. For more information or to contact us, please visit our website at: www.windroseadvisor.com

Julius Baer

Relationship Manager Intern

Julius Baer

LinkedIn
2017-7 - 2017-8 · 2 mos

Dubai, United Arab Emirates

Julius Baer

Relationship Manager Intern

Julius Baer

LinkedIn
2016-7 - 2016-8 · 2 mos

Beirut District, Lebanon

Falcon Edge Capital

Analyst Intern

Falcon Edge Capital

2016-6 - 2016-7 · 2 mos

Greater New York City Area

Education

Boston College

Boston College

LinkedIn

Economics

2014 - 2018 · 4 yrs
IE Business School

IE Business School

LinkedIn

International Business

2018 - 2019 · 1 yr

Jimmy Hreiki, CAIA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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