Andy Eng Email & Phone Number

Cincinnati Area, Ky

Co-Portfolio Manager of the Large Cap Growth portfolio and Portfolio Manager of the Mid Cap Growth portfolio.

Greater Milwaukee Area

Responsible for the management of the Northwestern Mutual General Account equity portfolio with $2 billion of assets under management utilizing a consistently applied, fundamental research based, disciplined investment process.Primary objectives: determining the investment philosophy, investment strategy and decision making process for a multi-cap concentrated equity portfolio.Focus on the review of management quality, financial performance, valuation, company structure and key business opportunities and risks associated with portfolio stock selection.Oversee a group of 8 sector specialists and evaluate their investment recommendations resulting in a concentrated portfolio of high quality stocks with large active bets utilizing proprietary fundamental research. Effectively communicate investment strategy and provide performance updates to the Investment Committee, Chief Investment Officer and Finance Board on a regular basis.Lipper Performance rankings (vs. S&P 500 benchmark) Inception – December 31, 2015: Top 20th percentile.

Greater Milwaukee Area

Responsible for the construction and management of the Northwestern Mutual Variable Annuity Small-Cap Growth Fund and all Northwestern Mutual internally managed Small-Cap Growth portfolios. Mason Street Advisors, LLC is a wholly-owned division of Northwestern Mutual.Previously Co-Portfolio Manager for the American Century-Mason Street Small-Cap Growth Funds (MSASX & ACWIX).

Integral member of a team managing $3.2 billion for the Northwestern Mutual Small-Cap and Mid-Cap Growth portfolios and the American Century-Mason Street Small-Cap and Mid-Cap Growth mutual funds. Sector and Industry Coverage: Technology & Telecom, Financials, Aerospace & Defense, Automotive and Restaurants.Conducted fundamental research through the creation and development of comprehensive financial models in order to forecast revenue and earnings, balance sheets, cash-flow statements, expected return on invested capital and valuation parameters.Establish buy and sell recommendations, price targets, risk-return objectives, industry weightings relative to benchmarks and valuation comparisons based on each portfolio’s investment strategy.

Greater Chicago Area

Performed investment portfolio research & analysis using proprietary Bernstein sell-side research.Built strong relationships with clients, working closely with them to identify investment objectives.Presented periodic equity strategy overviews during client investment performance reviews.

Mba

Bs, Finance, Economics

Bachelor Of Science (B.S.), Finance, General

Bachelor Of Science (B.S.), Finance, General