Emily (Bowers) Fry, CAIA
Manager, Trading Operations & Oversight
Emily manages portfolio implementation, trading operations, and oversight across Welton’s traded strategies and investment programs to measure and minimize operational risks, ensure close alignment with model portfolios, and continually enhance the firm’s trading platform and oversight tools.
She holds the CAIA designation and earned an MS in Applied Economics and Finance from the University of California, Santa Cruz, a BA in Economics, and a BS in Business Administration with a Finance emphasis from California State University, Fresno.
“I’m continually acquiring and developing new skills and knowledge about this industry, which makes each day interesting and fun.”
News and Insights from Emily (Bowers) Fry, CAIA
Not long ago commodity prices were falling, now they’re surging. Today, I see green across every quote in every commodity sector from my front-row seat managing the trade flow for $7B in Macro positions. At the start of the pandemic-induced global shutdown in 2020,...