Abigail McCoy, CFA

Abby, a Relationship Manager for our clients, joined Aureus in 2022 with a strong background in Portfolio Management and Operations. She is also a member of our investment committee. Prior to Aureus, she was a portfolio manager at Reynders, McVeigh Capital Management working closely with individuals and families to meet their investment needs. Previously, she held positions at GfK Boutique Research and Grantham, Mayo, van Otterloo.

Abby earned her BA from Hamilton College with a focus on Mathematics and Biochemistry. She is a CFA^® charterholder.

Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.