Don Hess Email and Phone Number
A dynamic and performance-driven executive with comprehensive expertise in investment client reporting, Global Investment Performance Standards (GIPS), securities trading and processing, risk management, forecasting, vendor contract negotiation, RFI/RFP oversight, and new technology implementation. Demonstrated success leading projects and utilizing project management tools and processes from project initiation through system implementation. A leader with proven solutions-oriented experience leading teams and delivering new products and services. Spearheads continuous improvement through reengineering and process improvement to drive quality, efficiency, and risk management.
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Managing Director, Daily Investment OperationsClearsteadCleveland, Oh, Us
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Managing Director, Daily Investment OperationsClearstead Sep 2024 - PresentCleveland, Ohio, United StatesOversee the day-to-day Operations activities including portfolio administration, account setup, performance and account reconciliation, standardized reporting, and optimizing procedures driving operational excellence. -
Senior Vice President, Director Of OperationsBoyd Watterson Asset Management Mar 2021 - Sep 2024Cleveland, Ohio, United StatesManages shareholder services and real estate fund operations ensuring daily back office operations run efficiently, processes and procedures are followed (both internally and by external partners) while providing exemplary client service. -
Director, Investment Client ReportingPnc 2013 - 2020Cleveland/Akron, Ohio AreaDirected investment client reporting and support across Asset Management Group (AMG) personal wealth, family office, and institutional (OCIO) clients. Key areas of responsibility included managing team of investment professionals supporting investment client reporting, setting strategic direction, budgeting and vendor management of investment performance systems, investment performance support and research to investment advisors, delivery of GIPS verified composites and ongoing support model, performance vendor product enhancements, vendor searches, new vendor implementations, and contract negotiations. -
Investment Systems DirectorPnc 2010 - 2013Cleveland, Ohio, United StatesSpearheaded initiative to create a more robust and standardized oversight reporting which included: enhancement of existing oversight reports, working closely with Investment Strategy & Services (IS&S) CIO and leadership team, partnering with technology teams to identify data sources, build-out interfaces and the implementation of a reporting tool for month-over-month reporting.
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Investment Systems DirectorNational City Bank 2003 - 2010Cleveland, Ohio, United StatesManaged team of investment professionals providing performance measurement services, mid-office user support of portfolio management and performance system, and equity and fixed income trading desks for Private Client Group (PCG). Led implementation of new performance system, portfolio management, and equity and fixed income securities trading system. Worked closely with Equity Derivatives Team to deliver custom structured notes and increase the use of equity options to reduce portfolio risk, income generation, and diversification. Collaborated with CIO and leadership to build out standard diversification models and delivery tools. -
Section Manager, Advent Project CoordinatorNational City Bank 2001 - 2003Cleveland, Ohio, United StatesServed as integral part in selection, design, testing, and implementation of Advent Portfolio Management System providing automated trading, order management, trade compliance, and client reporting for institutional asset management division. Designed, tested, and implemented new system interfaces between accounting and Advent Portfolio Management system. Participated in all project planning sessions, built comprehensive testing plans, system implementation design, system testing, and implementation of Advent Portfolio Management System for institutional asset management division.
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Section Manager Trade Processing And Settlement UnitNational City Bank 1998 - 2001Cleveland, Ohio, United StatesManaged operational support staff responsible for all functions related to trade processing for PCG clients. Led integration of trades processing and settlement areas for First of America and Fort Wayne National Bank acquisitions. Represented NCB in securities industry move towards straight-through processing and T+1 settlement. Collaborated in creation of third-party securities lending unit and processing system.
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Coordinator, Income ProcessingNational City Bank 1997 - 1998Cleveland, Ohio, United StatesDirected team of operational support staff responsible for all income payments in PCG. • First Level of Escalation for Resolving Securities Issues with all Trust Affiliates, Other Bank Departments and, Outside Service Vendors• Work with Internal Control, Audit and, Compliance to ensure conformity to Trust Procedures.• Involved System Upgrade to the Sungard OMNI ES System.• Trained Current and New Staff on new Applications and processing Techniques
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Coordinator Of Trust SecuritiesFirstmerit Bank 1996 - 1997Akron, Ohio, United StatesManaged team supporting all accounting transactions. Developed and implemented a number of new processes and tools to improve efficiencies, minimize risk, and reduce the number of staff required to support clients.
Don Hess Education Details
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Executive Mba -
Industrial Operations Management -
Labor Economics
Frequently Asked Questions about Don Hess
What company does Don Hess work for?
Don Hess works for Clearstead
What is Don Hess's role at the current company?
Don Hess's current role is Managing Director, Daily Investment Operations.
What schools did Don Hess attend?
Don Hess attended Baldwin Wallace University, The University Of Akron, The University Of Akron.
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