Noah Gerstein
Doylestown
Summary
Strategic operations and investment leader with expertise in process optimization, budget management, and investment analysis. Led cross-functional teams to enhance portfolio performance and ensure timely project delivery within budget. Developed staff through targeted training and fostered collaboration to resolve conflicts and drive results.
Overview
4
4
years of professional experience
Work History
Portfolio Manager
Bucks Capital
Doylestown
09.2025 - Current
- Analyzed investment opportunities to enhance portfolio decision-making effectiveness.
- Collaborated with team to evaluate market trends and performance indicators for informed investment strategies.
- Conducted research on potential investments and emerging market sectors to identify growth opportunities.
- Monitored asset allocations to align with investment objectives and risk profiles.
Chief Operating Officer
West United
Doylestown
08.2023 - Current
- Directed operational strategies to streamline processes across all departments.
- Facilitated cross-departmental communication to strengthen project collaboration.
- Managed budget allocations for operational projects to ensure resource alignment.
- Oversaw staff training programs to promote skill development and engagement.
- Led regular team meetings to discuss goals, challenges, and progress updates.
Camp Counselor
Windmill Daycamp
Doylestown
06.2022 - 08.2022
- Supervised campers during activities, ensuring safety and fostering a secure environment for exploration.
- Organized and led group games that enhanced teamwork and engagement among participants, contributing to a positive camp experience.
- Facilitated conflict resolution among campers, fostering positive interactions and building friendships.
- Collaborated with fellow counselors to develop engaging programs for campers.
- Maintained a clean and safe environment for all camp activities and facilities.
Education
High School Diploma -
Central Bucks West
Doylestown, PA05-2026
Skills
- Project management
- Budget management
- Operational efficiency
- Investment analysis
- Market research
- Data organization
- Analytical and critical thinking
- Leadership development
- Team collaboration
- Conflict resolution
- Staff training
- Public speaking and instructing
- Organization
Affiliations
- Member, Technical Student Association (2025-present)
- Co-President, Mock Trial (2023-2026)
- Catcher, Varsity Baseball (2022-2026)
- Volunteer, American Legion Hall Post 210 (2023-present)
- Treasurer, Seeing Eye Dog — Central Bucks West (2024-present)
Timeline
Portfolio Manager
Bucks Capital
09.2025 - Current
Chief Operating Officer
West United
08.2023 - Current
Camp Counselor
Windmill Daycamp
06.2022 - 08.2022
High School Diploma -
Central Bucks West