Anthony Mohammed

Anthony Mohammed holds a Bachelor of Business Administration (BBA) with a major in finance and economics, graduating with multiple distinction awards and achieving a 4.22 GPA during his best semester. As a CFA Level 2 Candidate, Anthony combines academic excellence with professional skills to deliver sophisticated financial analysis and tailored investment strategies to his clients.

Anthony’s institutional investing skills, primarily developed through his CFA Level 1 program, university studies, and hands-on experience using the Bloomberg Terminal during the CFA Research Challenge, form the cornerstone of his professional development. These experiences equipped him with advanced capabilities in constructing investment models, analyzing market trends, and applying institutional-grade analytical tools. Earlier in his career, Anthony worked on the investment side of a prominent accounting firm, where he gained foundational insights into portfolio management and quantitative analysis. Anthony excels at adapting these sophisticated, institutional-level strategies to meet the personalized needs of high-net-worth retail investors, delivering portfolio management techniques typically reserved for institutional clients.

His investment philosophy centers on a disciplined, research-driven approach, focusing on macroeconomic analysis, trading strategies, and risk management. By blending quantitative rigor with individualized financial planning, Anthony crafts customized investment solutions that align with his clients’ long-term financial objectives.

Outside of his professional and academic pursuits, Anthony enjoys staying active at the gym, participating in multiple sports leagues, and spending quality time with his wife and their two dogs