You're signed outSign in or to get full access.
About
Precious Boakye is an Associate at Windsor Advisory Group in Columbus, Ohio, where she plays a key role in supporting the firm's delivery of personalized investment strategies and comprehensive family office services to high-net-worth individuals and their families. Windsor Advisory Group is known for its tailored wealth management solutions, with a strong emphasis on generational wealth transfer, portfolio management for individuals and pooled investment vehicles, and advisory services for significant life and business transitions.
Her professional experience includes serving as Global Data Analytics Lead Trainer and Back-Up Team Lead in Global Data Analytics at Bloomberg, where she developed advanced expertise in financial data analysis, risk assessment, and process optimization in capital markets and financial technology environments. At Windsor, her background in analytics enhances the firm’s research and client advisory capabilities, particularly around asset allocation and due diligence for traditional and alternative asset classes.
Precious holds an MBA from William Paterson University of New Jersey, a Bachelor of Science in Business Management from Kean University, and an Associate of Science in Business Administration from Middlesex County College. Her education and career demonstrate a strong command of investment management fundamentals, operational efficiency, and effective communication within complex financial organizations. She contributes to Windsor’s leadership in delivering trusted, data-driven investment solutions aligning with clients’ long-term objectives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Windsor Advisory Group | Associate | Sep 2024 to Present | — |
| Bloomberg | Global Data Analytics Lead Trainer | Aug 2023 to May 2024 | — |
| Bloomberg | Back-Up Team Lead, Global Data Analytics | Feb 2023 to Aug 2023 | — |
| Bloomberg LP | Trainer, Global Data Analytics | Apr 2022 to Feb 2023 | — |
| Dow Jones | Client Service Associate | Jan 2021 to Apr 2022 | •Assisted clients on Dow Jones suite of products and services such as The Wall Street Journal, Barron’s, and MarketWatch •Guided members in navigating through different channels of technology •Provide... |
| Valley Bank | Universal Banker | Jul 2017 to Dec 2020 | •Performed all monetary transactions •Balanced individual cash and end of day proof •Trained new employees •Assisted clients with their online banking needs as a digital ambassador •Analyzed and liste... |
| Walmart | Sales Associate | Sep 2014 to Jun 2017 | •Worked on a cash register •Stocked new merchandise on sales floor •Organized the back room and inventory charts for shoes and jewelry department •Repaired watch batteries •Maintained a neat and safe ... |
Education
Kean University
Bachelor of Science - BS, Business Management
Middlesex County College
Associate of Science - AS, Business Administration and Management, General
William Paterson University of New Jersey
Master of Business Administration - MBA
Others at Windsor Advisory Group, LLC (9)
| Name | Role | Location |
|---|---|---|
| Associate | Columbus, OH , United States | |
| Partner | Columbus, OH , United States | |
| Associate | Columbus, OH , United States | |
| Associate | United States | |
| Associate | Columbus, OH , United States | |
| Associate | Columbus, OH , United States | |
| Principal | Westerville, OH , United States | |
| Associate | Westerville, OH , United States | |
| Associate | Columbus, OH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Private Capital Investment Associate | Gryphon Financial Partners LLC | Columbus, OH , United States | |
A Antonio Caxide | Chief Investment Officer | Hamilton Capital, LLC | OH , United States |
| Investment Analyst | Hamilton Capital, LLC | Columbus, OH , United States | |
| Data Manager and Trader | Summit Financial Strategies, Inc. | Westerville, OH , United States | |
Z Zoe Donohue | Database Manager and Trader | Summit Financial Strategies, Inc. | Columbus, OH , United States |