Mitch Bollinger, CFA, CAIA
Investment Analyst and Research Roundtable Fellow
Mitch@fwpwealth.com
617-602-1900
Mitchell Bollinger works with FWP's Chief Investment Officer and other members of the team to review investment presentations and conduct detail manager and strategy analysis. In addition, he works to assist in research for the firm's Research Roundtable.
Prior to joining FWP, Mitch was a Vice President of Markov Processes International, focused on advanced quantitative analysis of Hedge Funds and reviews of the processes, allocations, and risk and return profiles of Sovereign Wealth Funds and University Endowments.
Mitch also previously served as the Head of Research for a Real Asset division of Stepstone, an approximately $550 billion Global Private Investment allocator and manager. Separately, he was also the lead manager of a $1 billion fund for a $44 billion Private Real Estate manager, KBS.
In addition to his investment management and analysis work, Mitch recently published a paper for the Journal of Portfolio Management’s Special Real Estate Issue on Private Real Estate with Joseph Pagliari from the University of Chicago.
Mitch holds Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, has a BS in Industrial Engineering from Virginia Tech, and an MBA from Vanderbilt University.