Chase Morrow Email & Phone Number

Louisville, Ky, Us

Louisivlle, Kentucky United States

Louisville, Kentucky, United States

I'm currently in a three-year development program, rotating through four client-facing roles: Investments, Fiduciary, Relationship Strategist, and Banking. • Client Relationships: My focus is on serving the banking needs of high-net-worth clients and collaborating with advisors in each area to develop client solutions and strategies and drive business development.• Investments: I ensure investment performance, refine asset allocation, and diversify portfolios to meet clients' financial goals.• Fiduciary: I provide advisement, oversee estate administration, and conduct thorough account reviews. This role is crucial for building trust and ensuring the responsible management of clients' assets.• Banking: I conduct cash flow analysis, devise effective debt solutions, and implement risk management strategies. This multifaceted approach allows me to address the diverse financial needs of our high-net-worth clients.NOTEWORTHY PROJECTSPortfolio Optimization: I led a project to optimize a client's financial strategy, identifying and eliminating subpar ETFs/funds. This resulted in a streamlined and improved portfolio aligned with the client's investment goals.Risk Mitigation: In response to a transitioning economic climate, I audited portfolio holdings, assessed companies' solvency ratios, and successfully initiated steps to deleverage the client's portfolio. This strategic move mitigated risks associated with a high-interest rate environment.Operational Efficiency: Recognizing the need for improved efficiency, I introduced an alternative approach to extract Assets Under Management (AUM) data, significantly saving time in data processing and providing a valuable strategic planning tool.This experience has not only enhanced my analytical and strategic capabilities but also underscored my commitment to delivering tangible value to clients and contributing to the broader success of PNC.

Managed performance reporting for consultant teams. This involved evaluating and analyzing investment portfolios and strategies. Along with providing monthly history completion and performance reconciliation, I identified and resolved issues, maintained strong communication with investment managers and custodian, and contributed to the success of special projects.

Cincinnati, Ohio, United States

The D’Artagnan Capital Fund (DCF) is an actively managed, student investment fund benchmarked against the SP500TR index. I was involved in managing $3.3 million of the University’s endowment in a concentrated large cap equity portfolio with 47 holdings. It was a transformative experience where I gained hands-on, real-world experience in portfolio management, equity research, performance reporting, forecasting and further cultivated my interest in finance, business, and wealth and asset management.Working closely with the Chief Financial Officer, I:• Generated monthly, annual, and semi-annual performance reports• Oversaw assigned Sector Analysts• Managed data collection processes and summarized findings for comprehensive fund reporting• Compiled and presented performance findings, including attribution analysis of the fund's position• Provided insights on asset allocation and security selection• Authored sections of the 2019 Semi-Annual Performance Report

Cincinnati, Ohio, United States

Conducted research on equities within the fund, working under the guidance of the IT sector portfolio manager. My focus was on maintaining a competitive edge by rigorously reviewing valuation models, research, and investment rationales, with the goal of consistently outperforming benchmarks, particularly the S&P 500 Total Return index, on a risk-adjusted basis.In addition to equity research, I reported on economic trends within the IT sector and forecasted fund performance. I employed various models and ratios, including discounted cash flow models, FCFE, residual income, and dividend discount, to determine performance and provide valuable insights for strategic decision-making.