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Hunter serves as a Portfolio Implementation Analyst for Midland Wealth Management, where he supports the execution and monitoring of client investment portfolios. In this role, he collaborates with advisors, portfolio managers, and the research team on rebalancing, reporting, and day-to-day portfolio operations.

Hunter brings a background in fund accounting and investment operations, with experience in portfolio valuation, financial reporting, and data analysis. His prior work includes supporting valuation processes, reconciling account data, and assisting with operational workflows across a variety of investment vehicles.

Education

  • Bachelor of Science in Finance, with a minor in Business Analytics, from Carroll University, graduating summa cum laude

Certifications

  • CFA Level II candidate 

Other Team Members

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