Investment Advisory Services
Great Rock Advisors will elevate your results, efficiently and effectively.
Great Rock Advisors provides services to investment management firms and family offices, including:
Policies and procedures of portfolio management.
Investment processes and services.
Business objectives and strategies.
Financial education curriculum development and program delivery.
We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.
Michelle Borré, CFA
Portfolio Management
20+ years of investing experience, mostly at OppenheimerFunds managing $4B in a conservative multi-asset portfolio and a multi-strategy alternative portfolio, investing long and short across asset classes with high risk-adjusted returns and low volatility.
Teaching
Adjunct professor at Columbia Business School for a decade, teaching classes in security analysis, applied security analysis, and applied value investing (part of the highly selective Value Investing Program). Served on Executive Advisory Board of Heilbrunn Center for Graham and Dodd Investing.
Leadership
Managed a highly engaged and successful investment team focused on collaboration and professional development. Led thought leadership and investor education about liquid alternative investing. Founded and led a highly successful employee group.
Financial Education
Board member and volunteer at Rock the Street, Wall Street, a financial and investment literacy program for high school girls which seeks to diversify the financial services industry. Volunteer with Cents-ability and Wise, personal finance education programs.
Education
Barnard College, BA, Cum Laude, Dean’s List and Departmental Honors
Columbia Business School, MBA, Beta Gamma Sigma: The International Business Honor Society, and Dean’s List
Professional Associations
Economic Club of New York,
CFA Institute, CFA Society New York
Areas of Expertise
Investment Processes
Introduce, clarify, or refine processes for identifying and researching attractive investments, including multiple approaches to security selection, modeling, and valuation with a focus on risk/reward. Long and short equity, credit and macro expertise.
Portfolio Management
Develop, define, and improve processes and procedures, portfolio construction, positioning, risk management, attribution, operations, legal, and compliance.
Business Strategy
Define and refine your business objectives. Utilize practical implementation strategies to achieve your goals, large and small.
Team Building
Improve management of people, our most important asset, and team collaboration. Empower teams to reach their potential and optimize results, deepening employee engagement for improved outcomes.
Financial Education
Educate a broad range of clients on financial and investing topics, from high school students on the critical topic of personal finance to upper-level graduate level students and professionals.
Engage with Great Rock Advisors to receive effective, targeted guidance from an industry veteran.
Get in Touch
Email: GreatRockAdvisors@gmail.com for more information or to set up a time to speak.