Joe Pollard, CFA, MBA
Analyst & Portfolio Manager
Joe Pollard joined SaratogaRIM in 2013. He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the healthcare portions of the portfolios. He is also responsible for the implementation of the firm's UMA business.
Professional Experience & Designations
Chartered Financial Analyst (CFA)
Raymond James & Associates
Investment banking analyst in the healthcare group in New York; worked primarily on mergers & acquisitions and capital market transactions
Interned with Scienta Advisors, a life science consulting firm in Cambridge
Education
University of Pennsylvania The Wharton School
M.B.A. Finance
Harvard University
B.A. Neurobiology, Economics
Fun Facts
Conducted orthopedic research at Harvard Medical School for three years
Grew up in Saratoga, CA