As a Research Analyst, Gunnar is involved in all aspects of the firm’s investment management and research functions, including manager searches, monitoring, and ongoing evaluation, as well as investment policy, asset allocation analysis, and trading.
Before joining Pacific Portfolio, Gunnar worked for Verus Investments as a senior analyst. During his time at Verus, Gunnar was involved in performance analytics and manager research. Responsibilities included portfolio reporting, analyzing investment manager returns, manager evaluation, manager searches and due diligence on strategies. Prior to his time at Verus investments, Gunnar interned at Russell Investments as part of the index reconstitution team and Harvey & Company.
Gunnar holds a Bachelor of Arts degree in Business Administration with an Emphasis in Finance and Real Estate and a minor in Economics from Chapman University. He is currently a CFA Level III candidate, sitting for the next test in June.