Christopher Driver Cfa Email & Phone Number

United States

Orlando, Florida, United States

Berwyn Pa

Christopher B. Driver, CFA750 Old Lancaster Rd, A-102, Berwyn, Pennsylvaniacdriver123@gmail.com(610) 246-7757 Professional Experience Zeke Capital Advisors, LLC – Berwyn, PA 7/2017 – presentSenior Research AnalystZeke Capital Advisors manages $6,5B for UHNW individuals.Research and recommend third party investment manager strategies (mutual funds and SMAs) in US Equity, International Equity, Emerging Market Equity and Fixed Income sub-asset classes to maximize performance for given risk levelsAnalyzed portfolios, benchmarks, ETF’s, and managers regarding risk, performance attribution, style, asset coverage, positions, gaps and overlaps including competitive positioningPresent and recommend managers to the Investment Committee in a comprehensive, persuasive, transparent manner Consulted with Zeke Client Portfolio Managers on portfolio construction, sector weights, factor exposures, benchmark selection, gaps/overlaps, ETF & Mutual Fund product choiceQuarterly calls, and ad hoc, with each strategy investment manager to produce detailed quarterly reports showing performance attribution, explaining the manager’s portfolio positioning and their forward looking expectations

Birmingham, Al

Warren Averett Asset Management – Birmingham, AL 7/2015 – 5/2017Senior Portfolio Manager Warren Averett Asset Management manages $2.3B for individuals and institutions.Led the monthly Asset Allocation Committee to recommend portfolio changes and led the monthly Investment Committee to persuasively sell those investment changesCo-managed largest most complex client relationships, from $180.0 million foundation account to a $4.5 million endowment relationshipPresented and closed new business opportunities with firm Advisors

Malvern, Pa

Consulted with Advisors on portfolio construction, sector weights, factor exposures, benchmark selection, gaps/overlaps, ETF & Mutual Fund product choiceInstrumental in placing over $1.0 billion in ETF product salesPresented risk analysis in a comprehensive, persuasive manner to educate and tactfully partner with sales to place more ETF & Funds through conference calls, in person, and group presentationsAnalyzed and presented 4-8 portfolio analyses weekly, personally over 500 & team over 2500 portfolio analysisManaged and developed four investment analystsParticipated in national and regional ETF/industry conferences to move the Vanguard brand forward

Devon, Pa

Managed a portfolio of US small cap equities through: earnings conference calls, developing quantitative screens and analyzing various valuation parametersPerformance track record was GIPS compliant with 3rd party verification and a 3 year track recordActively called on prospective clients to deliver customized presentations of process, philosophy and performance to generate asset accumulation

Jenkintown, Pa

Achieved Morningstar five-star performance rating as US small cap sole manager by selecting the individual securities in the strategySold Small Cap strategy to gather and grow assets from $30 million to over $120 millionPresented to multiple distribution channels including pension fund consultants (Russell), mutual fund wholesalers and prospective clientsExplained market deviating performance, both positive and negative, through periodic on-demand meetings with consultants, wholesalers and internal sales team, with the goal of persuasively advising of the benefits in maintaining a long-term strategy

Wilmington, De

Effectively managed $800M in endowment and foundation assets; conducted comprehensive asset allocation reviews and offered strategic recommendations for optimizing performanceActed as primary relationship manager to clients and consultants by building long term mutually beneficial relationships with institutional clients and high net worth individuals