Mackenzie Blair
Junior Analyst
Working alongside the research team and portfolio managers, Mackenzie assists in generating investment strategies and recommendations. She collaborates with team members, contributing to the development of research and identifying potential investment opportunities and risks; all elements to consider along the path to achieving your financial objectives.
Her work contributes to the teams’ ability to stay updated on economic indicators, regulatory changes, and industry developments which may affect investment decisions. By monitoring the performance of portfolios, she helps identify factors that may impact their long-term success.
Mackenzie enjoys the challenge of learning new and valuable skills, always striving for improvement. These traits lend themselves to the core of where her time is spent conducting research and analysis on securities, industries, and market trends.
- B.S. Business/Finance, Investment Concentration, Wright State University, Ohio
- Minor International Business
- Magna Cum Laude, University Honors Scholar
Away from the office:
When she is not at the bowling alley participating in a local league, Mackenzie enjoys traveling and exploring new places and cultures. Visited during a study abroad program, she ranks Paris, France as the coolest destination she has traveled to date.
