Andrew R. Tuttle, Cfa Email & Phone Number

United States

Boston, Massachusetts, United States

Leverage Essentia’s best-in-class decision science technology to help long-only equity PMs and hedge fund managers become more self aware, to improve and to achieve their best. Provide rich and granular feedback by quantifying skill, identifying strengths and detailing avenues for improvement - leading to an annualized increase in returns of 250bps+ on average. Distill differentiated takeaways to generate more robust and impactful communications with consultants, sovereign wealth funds, endowments, pension plans and family offices to maintain existing allocations and win new mandates.Facilitate manager selection by providing unique perspective and analysis to consultants and asset allocators, helping them make better, more confident decisions. Highlight and quantify the impact of investment processes, skill and risk management to identify managers who are more likely to generate consistent results.

Boston, Massachusetts, United States

Lead revenue generation, client partnerships, strategic direction, and product education for a rapidly growing FactSet company that serves equity portfolio managers and research analysts. Leverage Cabot systems to advise pension funds and endowments on portfolio manager selection; responsible for driving P&L on total client base in control of $5T AUM globally. Engage fund managers and CIOs as thought partner on performance improvement strategies, best practices, manager selection, and strategic allocations. ● Drove and enabled Cabot’s sale and integration with FactSet, leading post-acquisition integration and resolving consolidation and operational issues; applied research experience to share best practices.● Secured exclusive relationship with Australia-based consultant JANA Partners, obtaining access to key growth market in APAC and enhancing manager selection throughout JANA Partners' OCIO platform.

Hingham, Massachusetts, United States

Drove turnaround and growth of multibillion-dollar specialty asset manager, primarily concentrating in telecom, media, and technology (TMT) security selection and valuation as well as portfolio allocation and risk management. Conducted comprehensive financial statement analysis and bottom-up financial modeling to uncover undervalued equity and fixed income securities. Led firmwide research on long only and alternative strategies; applied fundamental and quantitative investment approaches to generate alpha. ● Launched dividend opportunity fund that raised $1B in assets at inception; ran initial stock selection.● Created proprietary investment framework that streamlined security screening to growth, quality, value, and momentum plays for first time, returning hundreds of hours of capacity to investment teams.

Master Of Business Administration - Mba, Finance And Financial Management Services

Bachelor Of Arts - Ba, Economics