Sandra K. Gafney, Senior Analyst |
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Sandra is an investment management consultant and Certified Financial PlannerŪ. She learned her Bachelors degree in Finance from the University of Florida and MBA from Loyola Marymount University. Sandra held analytical and management positions for Prudential Investments where she acted as client service liaison for corporate and union pension funds, foundations, and endowments for 11 years. She was also a registered representative and held a life & disability insurance license during that period. Sandra then worked with high net worth individuals at a Century City investment counseling firm for 3 years. At Caves & Associates, Sandra conducts portfolio and financial analyses and also handles portfolio monitoring and performance reporting and mutual fund research. She uses software tools that support rebalancing of portfolios and determination of performance. She generates periodic client reports and ad hoc analyses and is partly responsible for client liaison on portfolio matters. Sandra lives in Manhattan Beach with her husband, Neil, and their two teenage children. She enjoys the casual beach life, dining in town, and socializing with friends. She also enjoys family trips to Yosemite, Palm Desert, Hawaii, and New York. |
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