David Gorovitz, Cfa Email & Phone Number

Seasoned credit research professional with a demonstrated history of substantial alpha generation for client portfolios across numerous investment grade sectors. Extensive track record of proactive collaboration with equity counterparts, rating agencies and senior level company management professionals. Proven success at developing, nurturing and advancing client relationships. Vocal leader who exemplifies positive teamwork interactions. Consistently recognized as a strong mentor to early career professionals who have risen to full-time analyst roles, attended prominent business schools, and founded their own businesses. Fundamental Analysis• Achieved positive alpha generation over nine of the last 10 years, with top-quartile performance in five of those years.• Created and utilized a defined analytical approach that focuses on a decision tree problem-solving process to efficiently research numerous volatile sectors.Client Relations• Played integral role in helping the firm retain at-risk client portfolios in times of market volatility by providing detailed credit analysis, background investment rationale and portfolio positioning insights. • Promoted new business opportunities to prospective clients as a primary representative of the research team.Process Enhancements• Conceived Wellington’s proprietary credit research portal “Credit Ranker” to more efficiently communicate actionable investment preferences and weightings. This remains in use and is the primary tool used to convey analyst views.• Implemented structure, philosophy and investment process as frequent leader of weekly meeting for analyst-managed $160M Credit Research Portfolio.• Most recent coverage included Telecommunications, Pharmaceuticals and Health Care while prior coverage encompassed several other industrial sectors including Diversified Manufacturing, Aerospace & Defense, Capital Goods, Chemicals and Environmental Services.

Listed skills include Bloomberg, Equity Research, Investments, Financial Modeling, and 10 others.