Ben Boyd, Cfa Email & Phone Number

Atlanta, Georgia, United States

My role as Senior Portfolio Manager at Crawford Investment Counsel (CIC) is a full-time, client facing position that supports the management of client portfolios and business development aspects of the firm. In managing client portfolios, I am responsible for recommending and implementing the asset allocation for client investment programs based on their specific financial needs, risk tolerances, and growth objectives. I also make recommendations for modifications to the investment… Show more My role as Senior Portfolio Manager at Crawford Investment Counsel (CIC) is a full-time, client facing position that supports the management of client portfolios and business development aspects of the firm. In managing client portfolios, I am responsible for recommending and implementing the asset allocation for client investment programs based on their specific financial needs, risk tolerances, and growth objectives. I also make recommendations for modifications to the investment program as client circumstances and goals change over time. I also make ongoing adjustments to the portfolio holdings for tax-efficiency purposes. I communicate with clients regarding their portfolio performance, discuss the fundamentals and analysis of the individual holdings in their portfolio, and explain the investment decisions made by the firm’s Equity Research Team. I manage client review meetings along with providing financial planning advice, such as income and cash flow planning for retirement. In the business development aspect of the role, I focus on generating and closing business within the various referral network partnerships currently pursued by CIC as well as with direct client referrals. I communicate the effectiveness of the respective CIC strategies in meeting client goals and discuss the factors unique to each strategy that drive results. As part of the business development process, I create and present a customized recommendation that is unique to each potential client based on their investment objectives, financial needs, and risk tolerances. The recommendation often includes analysis of the existing holdings in the portfolio and outlines a tax-efficient transition plan into the CIC investment program. As part of the CIC Portfolio Management team, I routinely collaborate and share ideas with other managers to better enhance the client experience and refine the firm’s business development strategy. Show less

Atlanta, Georgia, United States

The purpose of the Crawford Cares initiative is to identify organizations within the greater Atlanta community who are established and committed to empowering members of the seriously underserved community. We aim to provide annual financial gifts, encourage a sense of community within our firm, and deepen our corporate commitment to service.

Greater Atlanta Area

Greater Atlanta Area

Atlanta, Ga

I managed a team that completed request for proposals (RFPs) in support of sales and investment team initiatives for multiple assets classes, including fixed income, equities, global income products, and advisor-directed technology. I coordinated and prioritized deadlines for multiple deliverables, including RFPs, data spreadsheets, due diligence and quarterly questionnaires with numerous contributors, including global team members and off-shored resources in Hyderabad, India. I also… Show more I managed a team that completed request for proposals (RFPs) in support of sales and investment team initiatives for multiple assets classes, including fixed income, equities, global income products, and advisor-directed technology. I coordinated and prioritized deadlines for multiple deliverables, including RFPs, data spreadsheets, due diligence and quarterly questionnaires with numerous contributors, including global team members and off-shored resources in Hyderabad, India. I also spearheaded the onboarding of Jemstep advisor-directed technology RFP support by creating new language for multiple departments including product, firm, compliance, and information security. I contributed to the hiring additional staff, revamping training resources and schedules, reorganizing team position guidelines, and coordinating additional team educational opportunities. Show less

2993 Sandy Plains Rd, Suite 120, Marietta, Ga 30066

I directed the day-to-day management, sales and marketing for commercial and residential window treatment dealer, focusing on the metro-Atlanta area and southeast. I managed the strategic direction of company, including plans for products, staffing and operations. In my time with the company, I increased annual sales and net revenues by building strong relationships with suppliers, general contracting firms and architects, leveraging direct marketing and digital channel marketing, and updating… Show more I directed the day-to-day management, sales and marketing for commercial and residential window treatment dealer, focusing on the metro-Atlanta area and southeast. I managed the strategic direction of company, including plans for products, staffing and operations. In my time with the company, I increased annual sales and net revenues by building strong relationships with suppliers, general contracting firms and architects, leveraging direct marketing and digital channel marketing, and updating product lines to include next generation offerings. I modernized sales staff training with smart tablet selling techniques and created the company's first Estimating Department, which focused on establishing relationships with general contractors through the commercial bidding process. Show less

30079

I prepared for five traditionally scheduled thirty-two member classes with daily presentations designed to prepare for course-level assessment tests and graduate curriculum. I improved assessment scores by using teaching methods that incorporated multiple learning platforms as well as a project-based, interactive formats. I enhanced grammar assessments through innovative weekly presentations that required strong student interaction and took advantage of visual mnemonic devices.

Master Of Business Administration (Mba), Marketing/Marketing Management, General

Goizueta MBA Core Value Team Award Winner (2014): One of seven core value awards given in each graduating class to identify unique.

Bachelor Of Arts (B.A.), Political Science And Government

Varsity Team Captain, Cross Country and Track & Field (1993-1998) Three-Time ACC Champion in Cross Country and Track & Field Community.

Bachelor Of Arts - Ba