Neil W. Goodson, CFA
Advisor, Portfolio Manager

Neil Goodson is responsible for constructing and implementing investment strategies for the firm’s institutional and private wealth clients. As Chief Operating Officer, he oversees the firm’s administrative and legal compliance functions and is the Chief Compliance Officer.

From 2010 to 2016, Neil was a research analyst and assistant portfolio manager at New Century Advisors LLC, a Bethesda, Maryland, firm managing $2.6 billion in fixed income and absolute return investment strategies for foundations, corporations, and state pension plans. His primary focus was on quantitative analysis, risk management, and asset allocation research.

Neil began his career in the capital market section at the U.S. Federal Reserve Board in Washington, DC, where he worked with a team of economists to conduct research and analyze policy issues in the public and private equity, corporate debt, and commercial paper markets.

Neil earned an MS in finance from Washington University in Saint Louis and a BS in applied mathematics and economics from the College of Charleston.

He is a Chartered Financial Analyst charter holder and a member of the CFA Institute, a global association of investment professionals who hold the CFA designation.

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