Connie DeBoever
Verified Expert in Management Consulting
Management Consulting Expert
Boston, MA, United States
Toptal member since August 11, 2025
Connie has over 20 years of investment experience, primarily focused on public equities, along with six years in private equity and venture capital. Drawing on this background, Connie has developed an investment process and acumen applicable to evaluating any stock for potential investment. Her roles have included analyst and portfolio manager, providing broad exposure across the investment lifecycle.
Career Highlights
Certification Highlights
Case Studies
Stock Analysis for Potential Investments
Valuation Analysis
Financial Analysis
Expertise
- Business Writing
- Communication
- Competitive Analysis
- Due Diligence
- Financial Analysis
- Microsoft
- Stock Analysis
- Valuation
Work Experience
Portfolio Manager
Cabot Wealth Management
- Performed in-depth fundamental equity research and financial modeling on public companies to surface alpha-generating investment recommendations.
- Developed and executed active investment strategies, including sector rotation, position sizing, and risk-adjusted asset allocation, to optimize portfolio returns.
- Monitored portfolio performance and holdings daily, evaluated performance attribution, and optimized positions to ensure consistent alignment with investment objectives.
Senior Investment Analyst
Merida Capital
- Conducted detailed due diligence on potential investments, assessing corporate strategy, resource and capital allocation, key business drivers, and overall financial positioning to inform investment decisions.
- Applied critical thinking and problem-solving skills to deliver strategic advice and oversight, assessing capital and growth requirements for 13 portfolio companies to drive value creation.
- Utilized strong verbal and written communication skills to present investment cases for companies under consideration, delivering detailed written due diligence memos and verbal presentations to the investment team.
Senior Analyst
Boston Company
- Analyzed, recommended, and monitored companies to make buy and sell decisions across multiple equity portfolios, serving as a core research team member with primary coverage of the financial services sector in the US, Europe, and developed Asia.
- Generated an average outperformance of more than 10 basis points through disciplined and strategic stock selections.
- Managed and allocated assets for the large-cap growth fund, global research fund, and diversified equity fund, monitoring portfolio holdings and recommending strategic changes to weights and positions to optimize performance.
Education
Bachelor's Degree in Accounting
Wharton School of the University of Pennsylvania - Philadelphia, PA, USA
Certifications
CFA
CFA Institute
Skills
Finance
Financial Modeling, Private Company Valuation, Valuation, Due Diligence, Three-statement Modeling, Accounting, Chartered Financial Analyst (CFA)
Output Software
Microsoft Excel
Other
Stock Analysis, Financial Analysis, Business Writing, Competitive Analysis, Microsoft, Communication, Spreadsheets
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