Cindy Jones CFA
Mrs. Jones’ responsibilities include trading, research, monitoring and managing the investment portfolios, and proposing trades at the individual client level and aggregate account level. With her computer programming background she is also responsible for designing and developing tools to help streamline processes and enhance efficiency. Her additional responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. Additionally, Mrs. Jones is responsible for the compliance program at Covington.
Background: Mrs. Jones' career started with a third party investment management firm that utilized model portfolios. As she gained experience, she worked her way up to a position in the portfolio management division. Mrs. Jones is a graduate of the University of Pittsburgh and has a B. S. degree in Applied Mathematics. Mrs. Jones is a Chartered Financial Analyst (CFA) charterholder and holds a Series 65 securities license.
Mrs. Jones may be reached at our office number or by email at cjones@covingtoninvestment.com