Maxwell Urda, CFA
Analytical Specialist in Sustainable Investing
Professional Overview
Maxwell Urda is an analytical specialist in sustainable investing, currently serving as an Analyst at Longfellow Investment Management Co., LLC. With a strong background in investment research and environmental, social, and governance (ESG) analysis, he leverages his expertise to support strategic investment decisions and drive sustainable growth.
Experience Summary
Current Role
As an Analyst at Longfellow Investment Management, Maxwell is responsible for conducting in-depth research, financial modeling, and ESG assessments to inform investment strategies. He collaborates closely with portfolio managers to analyze market trends, assess risk profiles, and identify opportunities aligned with the firm's commitment to sustainable investing.
Career Progression
Prior to joining Longfellow, Maxwell held roles at Silicon Valley Bank as an Associate, where he provided financial advisory services to technology startups, and at Bentley Sustainable Investment Group as the VP of ESG Research, where he established a robust framework for integrating sustainability factors into the firm's investment decision-making process. He has also gained valuable experience through internships at Pathstone, Bay Colony Advisory Group, and Brookstone, further developing his skills in investment analysis, wealth management, and finance.
Academic Background
Maxwell holds a Bachelor of Science in Finance from Bentley University, where he graduated with distinction. He is also a Chartered Financial Analyst (CFA) charterholder, demonstrating his deep understanding of investment analysis and portfolio management.
Areas of Expertise
- Sustainable and socially responsible investing
- ESG analysis and integration
- Financial modeling and investment research
- Risk assessment and portfolio optimization
- Collaboration with cross-functional teams
Professional Impact
During his tenure at Bentley Sustainable Investment Group, Maxwell played a pivotal role in developing and implementing a comprehensive ESG framework that has been instrumental in the firm's shift towards more sustainable investment strategies. His research and analysis have helped clients align their portfolios with their values, while maintaining competitive financial performance.
Conclusion
With a proven track record in sustainable investing and a commitment to driving positive change, Maxwell Urda is poised to continue his career trajectory as an analytical specialist at Longfellow Investment Management. His versatile skill set, industry expertise, and dedication to responsible investing make him a valuable asset in the evolving landscape of sustainable finance.
