David Farace, Cima Email & Phone Number

Portfolio Specialist for the Global Fixed Income team, focusing on municipal securities, with 15+ years of diverse experience within mutual fund and separately managed account platforms, fixed income, quantitative equity investment management, and product distribution. Outstanding track record of building relationships, growing assets, and client service. Highly skilled in verbal and written communication, comparative analysis, and presenting complex financial concepts in an understandable manner.I serve as a first line of contact for both retail and institutional clients and prospects, dedicated to the timely communication of the team's investment process, portfolio positioning, research, and market outlook. My additional responsibilities include direct participation with the municipal and global fixed income teams, author quarterly commentaries, respond to due diligence requests, and summarize internal and external investment research. -Specialties: Key account relationships, retail and institutional distribution, consultative sales, client-focused explanation of core investment concepts.-Proficient in APX and Factset attribution analysis and Barra risk analysis; PSN, Informa, and Morningstar competitive analysis; Commentary creation using various sources including AlphaSense and Capital Economics.

Listed skills include Securities, Portfolio Management, Mutual Funds, Fixed Income, and 9 others.