Carla Jones

I am a recent graduate of the Lubin School of Business with a Masters degree in Investment Management. I am a highly motivated individual with great interest in wealth management, portfolio management, and following trends within the financial industry through research and analysis. During my degree I was part of a team that successfully managed a portfolio of $1,000,000 made up of ETF's, specifically geared to a specific type of investor that achieved returns above our benchmark, the S&P 500, by 4% and outperformed other teams within the class. I have worked extensively with the Bloomberg terminal conducting industry and company research. I have cross-functional experience in leadership and teamwork from my many years as a dancer and have also honed my skills in time management and balancing deliverables while still producing high quality results. These years as a dancer show that I am highly dedicated and determined to achieve goals.