| Summary | |
| | |
| Experienced Portfolio Manager who achieves
consistent results and deals well with volatility. Adept at balancing
performance, customer satisfaction and bringing in new business.
Sought-after writer, convention speaker and regularly quoted analyst in
the media. Enthusiastic and aggressive University of Michigan Economics graduate with CFA,
looking to make change within field. Currently Senior Vice President, performing several major positions within organization: Money Market Portfolio Manager, Fixed Income Credit Analyst and Portfolio Manager, Economic Analyst and Marketer. Launched $1 billion fund. | |
| Professional Experience | |
| | |
|
MICHIGAN INVESTORS, INC, Detroit, MI |
1984 - Present |
| Promoted to Senior Vice President in recognition of ongoing performance and dedication. Perform 5 major positions with little/no backup support and minimal supervision for this investment counsel firm | |
| Money Market Portfolio Manager |
1986 - Present |
| • Manage all aspects of retail and
institutional Money Market Portfolios with assets of nearly $1
billion. • Developed and launched institutional 2a-7 fund which grew to $1 billion in 3 years. • Created proprietary systems and models resulting in consistent 2nd quartile gross performance, despite wild volatility of assets in extremely tough market. • Analyze markets to determine best areas in which to invest. • Evaluate buy/sell ideas and execute trades to maximize fund. • Ensure portfolios continuously comply with SEC and IRS regulations and internal guidelines. • Complete credit research for all corporate credits used in portfolios. | |
| Fixed Income Credit Analyst and Portfolio Manager |
1987 - Present |
| • Successfully evaluate and
determine creditworthiness of companies in the financial sector. • Rigorously find and analyze published data about companies. • Seek out and interact with information providers. • Attend several annual conferences with key company and industry presentations. • Make buy/sell recommendations for fixed income portfolios. | |
| Mortgage-Backed Securities Analyst and Portfolio Manager |
1987 - 1998 |
| • Determine value within the
mortgage-backed and asset-backed markets. • Make buy/sell recommendations for fixed income portfolios and execute trades. | |
| Community Organizations | |
| | |
|
THE CHILDREN'S MUSEUM OF ANN ARBOR, Ann Arbor, MI |
2001 - Present |
| Vice President, Board of Directors and Chairman, Capital Campaign Committee | |
| Recruited to join and lead effort to create area non-profit museum due to experience in fund raising and organizational development. Museum targeted to open Fall 2003 in a historic mill building that also serves as the headquarters for the Ann Arbor National Historical Park. Capital Campaign goal: $2 million. | |
|
THE FRIENDS OF M.I.T. RUGBY, Cambridge, MA |
1987 - Present |
| Chairman, Vice Chairman, Treasurer | |
| One of 8 co-founders of an organization that provides financial and logistical support for the University of Michigan Rugby Club. As Chairman, revamped board to improve productivity and results. Raised over $250,000 as endowment to ensure future of organization. | |
|
University of Michigan RUGBY CLUB, Ann Arbor, MI |
1987 - Present |
|
Assistant Coach |
1983 - 1993 |
| Served as part-time assistant coach on teams that won one National Championship, appeared in 2 "Final 4's," and reached the "Final 16" once. | |
| Education, Certifications & Memberships | |
| | |
|
The University of Michigan, Ann Arbor, MI
|
1989 |
| A.B. in Economics | |
|
Certifications |
|
| Chartered Financial Analyst (CFA), 1989 | |
|
Member |
|
| Bond Analysts Society of Detroit Detroit Security Analysts Society | |
| QSIC.org -Remmber A good Resume Is Vital To Getting The Perfect Job |
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