Professional Background
Raymond Mathis brings over 15 years of experience as a senior equity research analyst at S&P Global and portfolio manager at David Lerner Associates. He currently serves as a financial mentor at Viswise Academy, training future decision-makers to Wall Street standards. He specializes in REITs, financial sectors, fixed income, equities, and alternative assets, and is an innovator in financial education.
Areas of Expertise
Equity ResearchPortfolio ManagementFinancial EducationREITsFinancial Sectors
Professional Experience
Senior Equity Research Analyst
S&P Global
2010 - 2018
Leading equity research and market analysis
Portfolio Manager
David Lerner Associates
2008 - 2010
Managing investment portfolios and strategies
Key Achievements
- Senior equity research analyst at S&P Global
- Portfolio manager at David Lerner Associates
- Financial mentor at Viswise Academy
- Expert in REITs, financial sectors, fixed income, equities, and alternative assets
Courses at SCISS
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