Renee Guerin Cfa

Renee Guerin, CFA, MBA has a diverse work experience in the finance industry. Renee is currently working as the Director of Alternative Investments at Fidelity Charitable, where they have been since April 2021. Before that, they served as an Alternative Investments Consultant at the same company from October 2022 to June 2023. Prior to their current role, Renee worked at the North Carolina Department of State Treasurer as a Portfolio Manager from May 2018 to February 2021 and as an Investment Analyst in Risk Management & Asset Allocation from April 2016 to April 2018. Renee also gained experience as a Senior Investment Analyst at Willis Towers Watson from January 2015 to March 2016 and as an Investment Research Analyst at Plante Moran Financial Advisors from July 2014 to January 2015. Their earlier work experience includes being an Investment Research Analyst at the same company from January 2012 to June 2014 and a Financial Consultant at Advance Capital Management, Inc. from June 2010 to December 2011.

Renee Guerin, CFA, MBA completed their education as follows:

From 2016 to 2018, Renee Guerin attended UNC Kenan-Flagler Business School where they earned an Executive MBA.

From 2007 to 2011, they studied at Oakland University and obtained a Bachelor of Science in Finance, with a minor in Economics.

Prior to that, Renee Guerin attended Macomb Academy of Arts and Sciences.

Renee completed their high school education at Armada High School.

Additionally, Renee Guerin obtained the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute in August 2015.