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Emily manages portfolio implementation, trading operations, and oversight across Welton’s traded strategies and investment programs to measure and minimize operational risks, ensure close alignment with model portfolios, and continually enhance the firm’s trading platform and oversight tools.

She holds the CAIA designation and earned an MS in Applied Economics and Finance from the University of California, Santa Cruz, a BA in Economics, and a BS in Business Administration with a Finance emphasis from California State University, Fresno.