LAURA CARLEY, CFA, CFP®
Vice President of Investment Operations & Research Analyst
Laura joined Boyer & Corporon Wealth Management in 2008. She is a vital member of our Portfolio Management team. She works closely with our Chief Investment Officer, analyzing a wide variety of securities and assisting with portfolio allocation and investment recommendations. Our work involves complex portfolios in an extremely dynamic environment. Laura helps guide and execute investment decisions from our equity and fixed-income investment groups. She strives to enhance our processes for more effective investment actions and client reporting needs.
In 2013, Laura successfully achieved the Chartered Financial Analyst®, designation, joining less than 116,000 charterholders worldwide. She also holds a CERTIFIED FINANCIAL PLANNER™ certification, and serves on BCWM’s Investment Committee.
Laura co-created our proprietary trading platform from which we manage all individual securities transactions. In overseeing its operation, she ensures data integrity and trade processing accuracy.
In addition to her executive responsibilities, Laura serves on the board of CFA Society Kansas City.
Laura earned a Bachelor’s degree in finance and marketing from Marquette University where she was a student athlete and an academic All-American. She resides in Leawood, KS with her husband.
More News About Laura:
- 06 July 2016 by BCWMHillcrest Transitional Housing hosted their Hillcrest Hero Bubble Soccer Tournam...READ MORE +