David E. Hamlin, Cfa Email & Phone Number

Boston, MA, US

Welleseley Massachusetts

Leadership of a global fundamental credit research team in North America and Asia.

Merrimack, NH

• Took leadership of newly combined fundamental credit research team for both taxable and municipal debt. Held direct oversight of 63 US analysts and indirect oversight of 14 in London.
• Chosen to lead new strategically pivotal role responsible for creating a unified fixed income research team that was formerly siloed; this better positioned the research team for future success and to more efficiently.
• Account performance across all portfolios improved to a 10-year high with over 95% of portfolios beating benchmarks on a trailing three-year basis in the face of significant budget constraints. Reduced costs by over 15%.
• Played lead role in the Fidelity investment process evolution shift in proposing and winning leadership buy-in for adding a macro-economic research resources to firm’s historical fundamental approach.

Merrimack, NH And London, UK

• Led the US and Europe research analyst teams in covering industrial, sovereign, and structured debt.
• Led team of over 30 analysts, including adding six industrials analysts in London. Enhanced integration/effectiveness of US-based analysts and London-based analysts.
• Rebuilt morale and credibility of research team following financial crisis.

London, UK

• Built and led Fidelity Investments first fixed income research organization in Europe, specializing in financial institution and sovereign debt.
• Built organizational infrastructure and team of 14 analysts from scratch, in ex-pat assignment to meet planned globalization of fixed income investment capabilities.
• Successfully responded to the global financial crisis, helping to protect the $1.00 net asset value of $500 billion of money market assets. Opportunistically, sought superior investments in foreign debt.
• Global leader of our Bangalore, India-based team of 14 fundamental credit analysts.

Merrimack, NH

• Led team of 10 US-based and five India-based quantitative research analysts across a broad range of fixed income investment classes.
• Tasked to lead fixed income division Investment Risk review post sub-prime crisis; recommended enhancing quantitative research, risk measurement, and macro-economic research resources.

• Managing Director/Leader, Exempt Team, Boston, MA (2003 – 2006)Led team of 15 portfolio managers, traders, and analysts in managing $11 billion of investment-grade and high-yield municipal bond assets.
• Exceeded performance goals, achieving Barron’s top-10 municipal bond group ranking in 2005 and 2006 by redesigning the organization to develop/execute a more consistent strategy, reducing risk and improving.
• Shifted investment philosophy, developing better risk controlled approach on high-yield bonds and shedding distressed investments.
• For a largely retail-focused group, expanded capacity to win first institutional account in 10 years.Managing Director/Leader, Investment Grade Tax Exempt Team, Merrimack, NH (1998 – 2003)Recruited to lead team of.
• Improved fund performance and consistency of returns by building a more effective, productive, and engaged team, upgrading investment grade-focused strategy and developing strong broker ties.
• Developed new investment processes and tools, including an industry-forward proprietary set of portfolio risk management tools to bring discipline to measuring security and portfolio risk.

Malvern, PA

• Principal, Portfolio Review Group (1996 – 1998)Selected by CEO to join as a senior member of the team responsible for hiring and overseeing external equity and fixed income asset managers.
• Employed deepening investment expertise to build more effective stable of third-party managers, leading to investment specialist role in client-winning sales presentations, including DuPont 401(k) business.
• Analyzed external manager performance, process, and philosophy. Identified additive or replacement investment management firms.
• Reviewed investment performance with defined benefit, defined contribution, and endowment clients. Participated in sales efforts as investment an specialist.Principal, Senior Portfolio Manager, Tax Exempt Fixed Income.
• Consistently performed in top quartile among peer funds, leveraging Vanguard’s growing name value, initiative to improve research, sometimes-contrarian investments, and conservative trading transaction fee approach.
• On special assignment for CEO, researched and wrote business plan and won founder’s approval for breakthrough client personal advisory service, an eventual multi-billion-dollar business.

After management training in credit at Continental Bank, Norristown, PA (1980 – 1982), moved to PNC Bank/Provident Institutional Management Corp., Wilmington, DE (1982 – 1986), first as an Investment Officer helping to manage the bank’s assets, then as a Portfolio Manager with PIMC, a joint venture with Shearson Lehman/American Express. In that position.

Bachelor'S Degree, Economics

Master Of Arts (M.A.), Economics

Activities and Societies: Honors: Omicron Delta Epsilon International Economics Society