Christopher Eckstrom

Christopher Eckstrom Email and Phone Number

Portfolio Manager at Crews Bank & Trust @
Christopher Eckstrom's Location
North Port-Sarasota Area, United States, United States
About Christopher Eckstrom

Accomplished Financial Leader and Investment Manager with record of growth in assets under management based on strong portfolio performance and disciplined investing process. Expertise in fixed income asset management of tax-exempt and taxable securities for institutional and high net worth clients. Integral part of a three-person team that grew assets under management from zero to $1.9 billion over seven years. Passed Series 65 Investment Adviser Law Exam, 2016.Areas of ExpertiseTrading | Portfolio Construction | Security Analysis | Asset Allocation | Credit Analysis | High Yield | Client Marketing & Research | Portfolio Guidelines | Industry Expertise | Negotiation | Team Leadership

Christopher Eckstrom's Current Company Details
Crews Bank & Trust / Englewood Bank & Trust

Crews Bank & Trust / Englewood Bank & Trust

Portfolio Manager at Crews Bank & Trust
Christopher Eckstrom Work Experience Details
  • Crews Bank & Trust / Englewood Bank & Trust
    Portfolio Manager
    Crews Bank & Trust / Englewood Bank & Trust Jan 2021 - Present
  • Clerk Of The Circuit Court And County Comptrollers Office
    Treasury Management
    Clerk Of The Circuit Court And County Comptrollers Office 2019 - Jan 2021
  • Comerica Bank
    Senior Portfolio Manager, Vice President, Active Fixed Income Strategies
    Comerica Bank 2007 - 2017
    Dallas, Tx, Us
    As part of a three-person team, helped to create the active fixed income group within Comerica Asset Management. Assets under management went from zero to $1 billion within three years, closing at just over $1.9 billion.-Consistently built and managed portfolios that exceeded their assigned Barclay’s index.-Actively developed new business by meeting with prospective clients to promote and describe fixed income products and investment philosophies.-Provided ongoing market and economic commentary to Comerica’s national network of investment advisors to ensure integrity and consistency of client messaging.
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  • Sovereign Advisers
    Senior Portfolio Manager, Director Of Municipal Strategies
    Sovereign Advisers Apr 2006 - Nov 2007
    Us
    Responsible for strategy development and active management of approximately $1 billion in tax-exempt products.-Effectively leveraged trading relationships with the broker dealer community to manage all high profile and all high yield municipal accounts.-Elevated sales performance by developing and presenting customized products and recommendations for presentations and discussions with prospective clients.
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  • Bank Of America
    Senior Portfolio Manager, Vice President, Columbia Management
    Bank Of America Oct 2000 - Feb 2006
    Charlotte, Nc, Us
    Responsible for the management of five tax-exempt mutual funds totaling $1.5 billion in assets. Also, two tax-exempt common trust funds and one individual account totaling $240 million in assets with an emphasis on tax-exempt securities in Virginia and Florida.-Executed all trades for assigned accounts using a relative value approach to security selection. This approach covers securities from all states, sectors and maturities.-Effectively managed a wide array of high net worth individual accounts against various Barclays benchmarks including the Municipal Bond Index, Quality Intermediate Index and the Government/Credit Index.
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Christopher Eckstrom Skills

Portfolio Management Fixed Income Asset Management Mutual Funds Banking Credit Analysis Investments Municipal Bonds Taxable Bonds High Yield Bonds Benchmarking New Business Generation Economics High Net Worth Individuals

Christopher Eckstrom Education Details

  • St. Bonaventure University
    St. Bonaventure University
    Accounting And Finance
  • Embry-Riddle Aeronautical University
    Embry-Riddle Aeronautical University
    B.S. Aeronautical Science

Frequently Asked Questions about Christopher Eckstrom

What company does Christopher Eckstrom work for?

Christopher Eckstrom works for Crews Bank & Trust / Englewood Bank & Trust

What is Christopher Eckstrom's role at the current company?

Christopher Eckstrom's current role is Portfolio Manager at Crews Bank & Trust.

What schools did Christopher Eckstrom attend?

Christopher Eckstrom attended St. Bonaventure University, Embry-Riddle Aeronautical University.

What skills is Christopher Eckstrom known for?

Christopher Eckstrom has skills like Portfolio Management, Fixed Income, Asset Management, Mutual Funds, Banking, Credit Analysis, Investments, Municipal Bonds, Taxable Bonds, High Yield Bonds, Benchmarking, New Business Generation.

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