Cherie Badri, CFA

Director of Fundamental Research, Senior Portfolio Manager
26 years of investment experience

Ms. Badri joined SGA in 2006 and is the firm’s Director of Fundamental Research and a Senior Portfolio Manager. Her responsibilities include portfolio management, fundamental company analysis and due diligence.  Ms. Badri spent over eight years as a Senior Associate Research Analyst at William Blair & Company in Chicago.  Previously, she was an Analyst at Picoco in Newport Beach where she co-managed a fund focused on small-cap companies.  Ms. Badri earned her BA in Economics from Northwestern University and both her MBA and MS in Finance from the University of Illinois at Urbana-Champaign.  She is a CFA charter holder and is a member of the CFA Society of Orange County.