Cindy Beaulieu
Investment Committee Member at Goodwin Capital Advisers, Inc.
Profile
Ms. Cynthia A.
Beaulieu is a Managing Director & Senior Portfolio Manager at Goodwin Capital Advisers, Inc. She is responsible for managing several large life insurance general account portfolios as well as pension assets for institutional clients.
In addition to her portfolio management responsibilities, she is also a member of the Investment Policy Committee, a group of the senior portfolio managers charges with setting portfolio strategy for the firm on a monthly basis.
She has over 24 years of industry experience.
Ms. Beaulieu has held positions of increasing responsibility, from trading all sectors of the fixed income market to analyzing foreign investment opportunities as well as management of Collateralized Debt Obligations.
She was previously employed by Shawmut Bank as a Corporate Trust Analyst.
Ms. Beaulieu is a graduate of LaSalle University with a degree in Finance.
Cindy Beaulieu active positions
| Companies | Position | Start |
|---|---|---|
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Investment Committee Member | 31/12/2006 |
Former positions of Cindy Beaulieu
| Companies | Position | End |
|---|---|---|
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Analyst-Fixed Income | 30/12/2006 |
| Shawmut Bank, NA (Boston, Massachusetts) | Corporate Officer/Principal | 30/12/1993 |
Training of Cindy Beaulieu
| LaSalle University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Virtus Investment Advisers, Inc.
Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Finance |
| Shawmut Bank, NA (Boston, Massachusetts) | Finance |
Goodwin Capital Advisers, Inc.
Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Finance |
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