Yelenna Rondon, MSIM, CFA.
President and Founder
Engineer of the firm's proprietary optimization and research models designed to incorporate current
economic and market expectations and to eliminate the home bias effect.
Yelenna Rondon founded the consulting firm in 2000 and has over 12 years of investment experience.
She works with institutional and private clients in all aspects of the portfolio management process.
She helps small business owners develop comprehensive financial and business plans used to
pursue financing from the Small Business Administration and other lenders.
In the past, Yelenna worked at Salomon Smith Barney as a financial consultant. Her experience in the
investment industry includes planning, research and analysis, discretionary portfolio management,
management selection and evaluation, attribution analysis, and development of asset allocation and
portfolio optimization techniques.
Yelenna Rondon earned a Master of Science in Investment Management with High Honors from
Boston University in 2007. She earned Bachelor Degrees of Business Administration and Arts from
Florida International University in 1997 and holds a Certificate for Financial Planning from Boston
University. Yelenna is a CFA Charter holder and a member of both, The Boston Security Analyst Society
and the CFA Institute.
Yelenna is a full time faculty instructor at North Shore Community College and a adjunct faculty
instructor at Middlesex Community College.
President and Founder
Engineer of the firm's proprietary optimization and research models designed to incorporate current
economic and market expectations and to eliminate the home bias effect.
Yelenna Rondon founded the consulting firm in 2000 and has over 12 years of investment experience.
She works with institutional and private clients in all aspects of the portfolio management process.
She helps small business owners develop comprehensive financial and business plans used to
pursue financing from the Small Business Administration and other lenders.
In the past, Yelenna worked at Salomon Smith Barney as a financial consultant. Her experience in the
investment industry includes planning, research and analysis, discretionary portfolio management,
management selection and evaluation, attribution analysis, and development of asset allocation and
portfolio optimization techniques.
Yelenna Rondon earned a Master of Science in Investment Management with High Honors from
Boston University in 2007. She earned Bachelor Degrees of Business Administration and Arts from
Florida International University in 1997 and holds a Certificate for Financial Planning from Boston
University. Yelenna is a CFA Charter holder and a member of both, The Boston Security Analyst Society
and the CFA Institute.
Yelenna is a full time faculty instructor at North Shore Community College and a adjunct faculty
instructor at Middlesex Community College.
Copyright 2009. Yelenna Rondon, MSIM, CFA. All rights reserved.
Yelenna Rondon, MSIM, CFA.
Investment Management Consultant
Investment Management Consultant
Copyright 2009. Yelenna Rondon, MSIM, CFA. All rights reserved.
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Yelenna Rondon, MSIM,CFA.
President and CEO
President and CEO
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