Chris Ciufo, Cfa Email & Phone Number

Blue Bell, PA, US

• Designed quantitative risk factor-based portfolio recommendation models for multi-asset portfolios (equity + fixed income). These were created in Python and used the MSCI Barra Optimizer/API.
• Developed live prototypes for advice products and methodology updates using Python, Dash, Plotly, and Bootstrap UI packages.
• Worked with product owners in the Personal Advisor and Digital Advisor segments to refine methodology for asset allocation, tax-efficient asset placement, and tax loss harvesting.
• Supported the integration of AI/ML data models into production.

Malvern, PA

• Managed the intake, validation, and distribution of equity benchmark data used by the index and quantitative portfolio management groups.
• Calculated the impact of corporate actions such as spin-offs, M&A, and share offerings on portfolios and provided trading recommendations to index portfolio managers.
• Used Tableau and Python (including Plotly/Dash packages) to analyze portfolio benchmark data patterns, create team dashboard metrics, and automate workflows.
• Completed an internship with the Investment Risk group. Used Bloomberg and FactSet to assess active risk, perform fund attribution analysis, and analyze tax management strategies. Presented weekly to senior management.
• Completed an assignment in Melbourne, Australia focused on achieving global consistency in control and oversight procedures and sharing best practices pertaining to internal Python development.

Malvern, PA

Malvern, PA

• Designed, developed, and implemented applications to reconcile fixed-income trade activity between advisor logs, trade processing software, and accounting systems.
• Delivered presentations to senior management and the Vanguard CFO detailing team initiatives and metrics.
• Two-time recipient of the "PIP of the Year" award recognizing the top implemented process improvement ideas within Fund Financial Services.

• Engage with Villanova alumni and faculty to share industry best practices, make curriculum recommendations, and provide mentorship to current students.
• Guest speaker at undergraduate business classes on best practices in analytics and career opportunities in the investment management industry.

Philadelphia, PA

• Co-founder and developer of a mobile-based "refer-a-friend"​ service that digitized and tracked frequent-customer and referral discounts for small businesses.
• Participant in the inaugural 2014 Philly Startup Leaders University (PSLU) accelerator and semifinalist for the 2013 TechStars I accelerator.
• Presented at the Philly Tech Week Entrepreneur Expo in May 2014.

Mba, Finance, Real Estate, 4.0 Gpa

Activities and Societies: Quality & Innovation Committee, Villanova on the Hill (Washington, DC immersion), Beta Gamma Sigma honor.

B.S., Finance, Economics, 3.91 Gpa

Activities and Societies: Beta Gamma Sigma (business honor society; eligibility based on rank in the top 7% of the junior class), Omicron.

Education record