David T. Reilly, Cfa®

David T. Reilly, Cfa® Email and Phone Number

Portfolio consultant at Natixis Investment Managers Solutions @ Natixis Investment Managers
boston, massachusetts, united states
David T. Reilly, Cfa®'s Location
Greater Boston, United States
David T. Reilly, Cfa®'s Contact Details

David T. Reilly, Cfa® work email

David T. Reilly, Cfa® personal email

About David T. Reilly, Cfa®

I’ve had a life-long passion for investing, including everything from individual stock research to manager due diligence, portfolio construction, and asset allocation. For the past 20+ years, I have had the privilege and enjoyment of working with clients ranging from institutions, gatekeepers, advisors and individual investors to educate, explore and work toward optimal investment solutions. As a member of the Investment Committee for the Natixis Investment Managers Solutions group, my daily focus is to understand the macroeconomic and capital markets to direct the investment decisions for the model portfolios we manage. The best part is that I also get to consult with advisors and clients to share our investment thinking in a way that is customized to their specific situations and needs.Before joining Natixis, I spent 9 years in research at LPL Financial, during which I was a member of the Investment Committee responsible for firm-wide asset allocation and due diligence. I was also a frequent presenter to financial advisors and clients on topics ranging from investment due diligence to the economy and the financial markets.I have a BA from Fairfield University and an MBA from the Boston College Carroll Graduate School of Management. I am a CFA charterholder and am FINRA Series 7, 66, 86, and 87 licensed.When I’m not working, I enjoy hanging out with my 2 boys, my wife, and our dog George.If you are interested in discussing the economy, the financial markets or could use another set of eyes on your portfolio, feel free to send me a message.For important social media community guidelines, please visit im.natixis.com/us/social-media-guidelines.Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC. and Natixis Investment Managers S.A. im.natixis.com.CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

David T. Reilly, Cfa®'s Current Company Details
Natixis Investment Managers

Natixis Investment Managers

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Portfolio consultant at Natixis Investment Managers Solutions
boston, massachusetts, united states
Employees:
1463
David T. Reilly, Cfa® Work Experience Details
  • Natixis Investment Managers
    Vice President, Natixis Portfolio Clarity®
    Natixis Investment Managers May 2017 - Present
    Greater Boston Area
  • Natixis Investment Managers
    Vice President, Investment Strategist
    Natixis Investment Managers May 2010 - Present
  • Foreside Advisory Network
    Head Of Investment Strategy
    Foreside Advisory Network Apr 2009 - Nov 2009
    • Responsible for building a new division within Foreside, including client selection and acquisition. Initial focus on conducting manager due diligence to identify the appropriate investment managers and strategies to add to our distribution platform.• Led platform distribution initiative focused on representing Foreside Advisory clients into broker/dealer and institutional channel. • Product expert on all strategies and responsible for creating and communicating manager investment story and value proposition to financial intermediaries as well as internal and external wholesalers.
  • Lpl Financial Services
    Assistant Vice President, Reseach
    Lpl Financial Services Mar 2000 - Mar 2009
    Equity Strategy (January 2008 – March 2009)• Responsible for sector coverage supporting published LPL Research equity strategy and asset allocation guidance. • Lead the development and implementation of LPL’s Exchange Traded Fund research, strategy and process. • Responsible for communication on economic and equity market outlook to advisors and their clients. Manager Due Diligence (March 2000 – December 2007)• During tenure was lead analyst and decision maker for money manager recommendations and due diligence in several asset classes• Led the development and investment implementation of LPL’s Optimum Annuity Portfolios (OAP), a $1 B private labeled variable annuity product. • Collaborated with internal groups to promote OAP solution to independent financial advisor and developed/maintained relationships with key research, operations and relationship management groups at supporting third-party.
  • Mfs Investment Management
    Equity Research Associate
    Mfs Investment Management May 1993 - Mar 2000
    Equity Research Associate (June 1997-March 2000) • Performed fundamental equity research through the development of earnings and industry valuation models. Created screening tools used for stock selection and performed portfolio attribution analysis using Factset.• Fundamental research included company management and sell side analyst meetings to gain broader understanding of individual companies, industries and general market conditions.• Conducted industry review and developed company recommendations for various sectors, such as the telecommunications and consumer retail industries.
  • William O'Neil + Co. Inc.
    Research Analyst
    William O'Neil + Co. Inc. Dec 1989 - Sep 1992
    Greater Los Angeles Area

David T. Reilly, Cfa® Education Details

Frequently Asked Questions about David T. Reilly, Cfa®

What company does David T. Reilly, Cfa® work for?

David T. Reilly, Cfa® works for Natixis Investment Managers

What is David T. Reilly, Cfa®'s role at the current company?

David T. Reilly, Cfa®'s current role is Portfolio consultant at Natixis Investment Managers Solutions.

What is David T. Reilly, Cfa®'s email address?

David T. Reilly, Cfa®'s email address is dr****@****ail.com

What schools did David T. Reilly, Cfa® attend?

David T. Reilly, Cfa® attended Boston College Carroll School Of Management, Fairfield University.

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