Equity Analyst and Asset Allocation Portfolio Manager
Kaisa currently works on the asset allocation, equity strategies, balanced, and fixed income portfolios. She performs economic and market research for the firm and serves as a portfolio manager on the Asset Allocation Investment Committee. She also co-authors the Daily Comment with Bill O’Grady and contributes to the Weekly Geopolitical Reports. As an equity analyst, Kaisa primarily covers the Health Care and Consumer Goods sectors. Kaisa also works on the Global Hard Assets strategy where she covers the Metals and Mining sectors.
Prior to joining Confluence in 2010, Kaisa served as a financial analyst for IPR International in Philadelphia. She has worked in Europe and the U.S., and has experience with the Estonian Stock Exchange and the National Bank of Estonia.
Kaisa graduated cum laude with a Bachelor of Arts in economics and mathematics from the University of Pennsylvania and is a CFA charterholder.