Since 2022, she has served as a senior investment consultant and director of ESG research at Mason Investment Advisory Services Inc.
HERNDON, VA, December 17, 2024 /24-7PressRelease/ -- Claudelle Gehy has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Gehy is lauded for her expertise in investment management. Since 2022, she has served as a senior investment consultant and director of ESG research at Mason Investment Advisory Services Inc. Her expertise lies in recommending portfolio allocations aligned with clients' long-term investment goals and values. Ms. Gehy's role involves discussing portfolio results and market trends with clients, market analysis, and assisting nonprofit institutions in achieving their long-term goals through effective asset and donor development and management.
Prior to her promotion to senior investment consultant, Ms. Gehy was an investment consultant at Mason Investment Advisory Services Inc. from 2018 to 2022. During this time, she honed her portfolio implementation and client engagement skills. This position came after garnering success as an associate investment consultant between 2015 and 2018, where she began to establish her reputation for excellence in investment management.
Among her earlier ventures, Ms. Gehy was a finance associate at Calvert Social Investment Foundation Inc. from 2010 to 2011, followed by her tenure at Cambridge Associates as an appointment as an investment associate in private investments between 2011 and 2012, investment analyst from 2012 to 2015, and senior analyst and team leader between 2014 and 2015.
Highly educated, Ms. Gehy holds a Bachelor of Arts in economics since 2009 and a Master of Science in commerce with a focus on financial services since 2010 from the University of Virginia. She also pursued coursework at American University. Her education laid a strong foundation for her career achievements and provided her with the analytical skills necessary for success in the financial sector.
Ms. Gehy holds several certifications that further solidify her investment management expertise. She earned the chartered financial analyst designation from the CFA Institute and has the Series 66 and Series 7 certifications from the Financial Industry Regulatory Authority, which have enabled her to provide comprehensive financial advice to her clients.
Beyond her professional accomplishments, Ms. Gehy is actively involved in civic-minded organizations. She has been a mentor with Big Brothers Big Sisters of America since 2023, reflecting her dedication to supporting youth development. She is also passionate about continuing her philanthropic efforts through volunteering with nonprofit organizations. Furthermore, Ms. Gehy is committed to empowering young girls and women by nurturing their confidence and fostering growth opportunities.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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