John Morard
Assistant Portfolio Manager at Severin Investments LLC | St Peters, Missouri, United States
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John Morard is a distinguished finance professional and co-founder of Arathi Consulting LLC, where he serves as a Portfolio Manager. With a robust academic foundation, including a Master of Business Administration and a Bachelor of Science in Financial Economics from Southeast Missouri State University, John leverages his extensive knowledge to drive strategic investment decisions. His role at Arathi Consulting involves active portfolio management, focusing on equities and derivatives, where he applies his expertise to optimize client portfolios and enhance returns.
At Arathi Consulting, John is instrumental in leading key projects that involve comprehensive financial analysis and equity research. His proficiency in derivatives trading allows him to navigate complex market conditions, ensuring that clients benefit from well-informed investment strategies. John's commitment to account reconciliation and financial software utilization enhances operational efficiency and accuracy in reporting, which is crucial in today’s fast-paced financial landscape.
In addition to his technical skills, John excels in team leadership and presentations, fostering a collaborative environment that encourages innovative thinking and strategic problem-solving. His ability to communicate complex financial concepts clearly and effectively has been pivotal in building strong client relationships and driving business growth. As he continues to expand his expertise in portfolio management and investments, John remains dedicated to delivering exceptional value to clients and contributing to the evolving landscape of finance.
Assistant Portfolio Manager at Severin Investments LLC in March 2025 to Present
Portfolio Manager and Co-founder at Arathi Consulting LLC in July 2021 to February 2025
Assistant Vice President - Trade Services Manager at U.S. Bank in November 2015 to July 2021
Trade Service Representative at U.S. Bank in July 2012 to November 2015
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Southeast Missouri State University, Master of Business Administration (MBA), October 2026
Southeast Missouri State University, Bachelor of Science in Business Administration (B.S.B.A.), October 2026
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Account Reconciliation
Performance Metrics
Business Process
Oral Communication
Reliability
Written Communication
Strategy Implementation
Fantasy Sports
Research Skills
Financial Software
Futures Trading
Proprietary Trading
Quantitative Research
Quantitative Investing
Attention to Detail
Typing
Financial Applications
Investigative Research
Team Leadership
Cross-team Collaboration
Presentations
Handle Multiple Projects
Problem Solving
Financial Reporting
Identifying Trends
Data Analytics
Data Analysis
Communication
Derivatives
Portfolio Management
Equity Research
Equity Trading
Equity Derivatives
Financial Operations
Management
Financial Services
Investments
Trading
Financial Analysis
Securities
Back Office Operations
Risk Management
Technical Analysis
Chart Analysis
Options Strategies
Stock Market Analysis
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Discover more about Severin Investments LLCWhat is John Morard email address?
Email John Morard at [email protected]. This email is the most updated John Morard's email found in 2026.
What is John Morard phone number?
John Morard phone number is 6365788492.
How to contact John Morard?
To contact John Morard send an email to [email protected]. If you want to call John Morard try calling on 6365788492. (updated on December 24, 2024)
What company does John Morard work for?
John Morard works for Severin Investments LLC
What is John Morard's role at Severin Investments LLC?
John Morard is Assistant Portfolio Manager
What industry does John Morard work in?
John Morard works in the Financial Services industry.
John Morard Email Addresses
John Morard Phone Numbers
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