Joe Pollard, CFA, MBA

Analyst & Portfolio Manager

Joe Pollard joined SaratogaRIM in 2013. He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the healthcare portions of the portfolios. He is also responsible for the implementation of the firm's UMA business.

Professional Experience & Designations

• Chartered Financial Analyst (CFA)

• Raymond James & Associates

  • Investment banking analyst in the healthcare group in New York; worked primarily on mergers & acquisitions and capital market transactions

• Interned with Scienta Advisors, a life science consulting firm in Cambridge

Education

• University of Pennsylvania The Wharton School

  • M.B.A. Finance

• Harvard University

  • B.A. Neurobiology, Economics

Fun Facts

• Conducted orthopedic research at Harvard Medical School for three years

• Grew up in Saratoga, CA