Ekaterina Atanassov

Neumann Capital Management, LLC

Role : Investment Management Consultant
Industry : Investment
Functional Expertise : M&A & Capital Raising

Ekaterina Atanassov is a senior investment professional with more than 12 years of progressive experience in investment management, spanning across active equity, enhanced equity, active tax indexing, and asset allocation strategies.

Her key areas of expertise include: equity research and valuation, investment due diligence, portfolio construction and management, risk management, concentrated positions, socially responsible investing, product development, performance reporting and analytics, strategic planning and organization, team building and leadership, client relations, proposal development, communication, and public speaking.

Ekaterina currently manages research, due diligence, and investment management processes at Neumann Capital Management, LLC, while also serving on the Board of Directors at Elin Pelin Foundation, a nonprofit organization in Houston. She holds the Chartered Financial Analyst® designation and an MBA degree from California State University, Fresno.