Breanne Eshelman

Breanne Eshelman, CFA has extensive work experience in the finance industry. Breanne started their career as an Analyst at Bank of America Merrill Lynch, where they were responsible for underwriting and analyzing commercial property loan transactions. Breanne then joined Morgan Stanley as an Analyst and later became an Associate, focusing on investment analysis. After that, Breanne worked at Goldman Sachs as a Summer Associate. Breanne then joined PAAMCO, where they served as an Associate and later as an Associate Director, managing client portfolios and evaluating underlying funds. Currently, they are employed at UCLA Investment Company as an Investment Director, overseeing and managing equity and credit portfolios for UCLA's endowment.

Breanne Eshelman, CFA has an extensive education background. Breanne obtained a Master of Business Administration (MBA) with a specialization in Finance from Northwestern University - Kellogg School of Management in the years 2009 to 2012. During the same period, they also pursued a Doctor of Law (JD) from Northwestern University Pritzker School of Law, focusing on the field of Law. Prior to that, they obtained a degree in Business with a focus on Finance and Statistics from California Polytechnic State University-San Luis Obispo between 2001 and 2004.

In addition to their academic achievements, Breanne also holds several certifications. Breanne obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2016. Breanne also holds the Certified Plan Fiduciary Advisor certification from the National Association of Plan Advisors (NAPA) in the same year. Furthermore, they obtained a Certificate in Quantitative Finance (CQF) from Fitch Learning in 2016. In 2013, they earned the Series 3 certification from the National Futures Association and became an Attorney through the State Bar of California.