WEALTH MANAGEMENT ANALYST & TRADER
Beau joined Pegasus Partners in 2023 as a Wealth Management Analyst & Trader, working with advisors to rebalance portfolios, process account changes, and execute trades. His role also includes implementing cash management strategies and settling trades with brokers/dealers.
Prior to Pegasus Partners, Beau interned at Weimer Bearing & Transmission as an Operations Analyst where he used data to identify growth opportunities for the company.
Beau has a BBA in Economics and Finance with an Analytics minor and 5 business certificates from the University of Wisconsin – Oshkosh.
In his free time, Beau enjoys being outdoors. Some of his favorite activities are walking his two Shichon dogs Benny and Finley, kayaking, fishing, and playing basketball.