Eitan Z. Boral, CFA Associate Portfolio Manager
“If you fail to plan, you are planning to fail!”Benjamin Franklin
From the Big Apple to the deserts of Arizona to his hometown of Austin, Texas, Eitan gained over ten years of portfolio management experience and a CFA designation after completing his Economics and Philosophy education at University of Wisconsin-Madison. He also had the honor of speaking at a top industry conference on Socially Responsible Investing. Once his wife was offered her dream job in the D.C. area, they knew this is where they would set up shop for good.
With unyielding principles, especially when it comes to serving clients’ best interests, Eitan found himself aligned with the strong values of the Monument Team and knew he found his place. He is involved with the CFA Society of Washington D.C., closely follows his UW wrestling team, which he competed for back in college, and is a part of a backgammon league. Don’t know what that is? Neither did we… look it up, it’s pretty cool.
Contact Eitan to:
Ask questions about your performance report
Place a trade in your account
Ask about the Monument investment portfolios
Learn about the economic research conducted by our Portfolio Management Team
Chartered Financial Analyst (CFA) Charterholder
Awarded designation of Chartered Financial Analyst by CFA Institute
Speaker at an Industry National Conference
Presented on the topic of Socially Responsible Investing
Member of the CFA Society of Washington