Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
References
Timeline
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Joseph Karnezis

Joseph Karnezis

Joliet,IL

Summary

Results-driven Investment Manager recognized for successfully growing Lisa Karnezis' portfolio from $55,000 to $85,000 through strategic market evaluation and planning. Expertise includes constructing diversified equity portfolios, employing strong analytical skills for informed decision-making, and showcasing exceptional problem-solving abilities. A student-athlete who is actively involved in the management of Lewis University's Investment Club portfolio valued at $400,000, contributing valuable insights and guidance in asset allocation. Committed to advancing proficiency in market research to enhance investment strategies further.

Overview

1
1
year of professional experience

Work History

Lewis University Investment Club

Lewis University
Romeoville, Illinois
01.2025 - Current

Investment Manager

Lisa karnezis
Joliet, IL
08.2024 - Current
  • Constructed Lisa Karnezis' portfolio from $55,000 to $85,000 using a diverse array of equities.
  • Analyzed historical and projected financial statements to evaluate past investment performance, forecast outcomes of current investments and advise on future projects.
  • Executed trades in accordance with approved investment strategies in order to maintain desired allocations.
  • Reviewed quarterly reports from fund managers to track performance against benchmarks.
  • Identified needs of customers promptly and efficiently.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Advised clients on asset allocation, portfolio rebalancing and other investment decisions.
  • Created detailed financial models to assess risk and return of potential investments.
  • Reviewed macroeconomic data such as GDP growth rates, inflation rates, interest rates.
  • Analyzed financial statements including balance sheets, income statements, cash flow statements.
  • Identified opportunities for improving portfolio performance through research, analysis and market trends.

Education

Banking And Finance

Lewis University
Romeoville, IL
05-2028

Skills

  • Critical Market Evaluation
  • Market Research
  • Strategic Planning

Affiliations

  • I am a student-athlete, currently on athletic and academic scholarship to play soccer and study at Lewis University.
  • In my free time, I enjoy studying new companies and seeing how much I can build my portfolio.
  • I start each day before sunrise, making sure to not only read and evaluate my different portfolio's each day, but to also have enough time to spend with friends and family.

Accomplishments

- Dean's list all 4 years of high school

- Launched 2 successful small businesses over the summer of 2024: Chicagoland Mulchers & Car Central Mobile Detailing Services.

- Having an entrepreneurial spirit, I managed and started both businesses, with Chicagoland Mulchers doing over $20,000 in gross revenue, and Car Central (started with a partner) doing over $10,000 in gross revenue. I am proud to say that I accomplished these start-ups because I was the middleman, not the worker. I found a gap in the market solved it.

References

References available upon request.

Timeline

Lewis University Investment Club

Lewis University
01.2025 - Current

Investment Manager

Lisa karnezis
08.2024 - Current

Banking And Finance

Lewis University

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Joseph Karnezis