Donald Mole Email & Phone Number

Lake Oswego, Or

Manage the firm’s private accounts including President’s personal assets. Directly responsible to the President. Design and implement investment strategies. Decision-making process is based upon trend recognition in select market sectors over the short- and intermediate-term. Develop probability studies that measure the consistency or repeatability of market cycles. Use analytical tools including technical analysis, momentum/cyclical oscillators and trend indicators. Scrutinize economic and capital market data impacting the firm’s investment strategies.

Portland, Oregon Area

Responsible for investment manager research and analysis. Evaluate and select traditional investment managers for qualified pooled trusts and high-net-worth client portfolios. Develop the due-diligence process for the examination and retention of investment managers. Firm manages $15 billion in assets. Determine asset mix and strategic positioning within qualified pooled trusts. Critically examine and recommend fund managers within specific investment styles used in the pooled trusts.Research and screen institutional investment managers used as sub-advisors in HighMark mutual funds.Report to HighMark Investment Committee providing detailed recommendations on the retention and dismissal of fund managers.Team with HighMark professionals at client meetings to review investment portfolios, set strategy and plan future business.

Portland, Oregon Area

Invest for high-net-worth private client accounts using industry sector mutual funds. Develop and implement trading strategies using pattern recognition, technical analysis, and quantitative research. Investment process focused on maximizing sector returns while controlling risk.

Portland, Oregon Area

Oversee traditional manager research effort for high-net-worth private-client consulting company with over $2 billion in advisory assets. Responsible for executing manager searches, screening managers, and writing research reports. Focus on tax-efficient investment strategies. Series 6 and 62 licenses.Conduct traditional manager research and analysis for separate account investments. In addition, thoroughly investigate non-traditional managers including hedge funds and private equity investments. Manage a $20 million insurance-wrapped fund-of-funds investing in traditional and non-traditional limited partnerships.Meet with high-net-worth clients evaluating portfolio performance and developing strategic action plans.

Portland, Oregon Area

Direct investment activities of non-traditional holdings for stable value collective trusts. Oversee development of a proprietary stable value portfolio management system. Over $5 billion in advisory assets controlled by the firm. Develop non-traditional trading activities for stable value collective trusts. Introduce stable value synthetic products to institutional client base.Analyze economic data and forecast policy moves of the Federal Reserve. Determine direction of interest rates and recommend portfolio strategies for stable value collective trusts. Write weekly economic newsletter.

Greater Boston Area

Responsible for the development of quantitative and technical models for the firm’s fixed income investment advisory products. Chaired the Business Strategy Group analyzing and implementing new technologies. Firm’s global net revenue in excess of $45 million per year.Analyze capital markets using technical, fundamental and quantitative methods. Recommend real-time trading strategies. Hire and manage analysts. Conduct investment seminars and presentations for institutional clients. Meet clients and prospects with Thomson sales associates to promote/close business. Write research reports and assist with marketing literature.

Sydney, Australia

Responsible for the focus and direction of fixed income analytics in the Asian region. Net revenue of Asian fixed income products over $5 million per year.Recommend investment strategies related to the Asian markets. Manage team of fixed income analysts. Speak at client seminars in Australia, Japan, Singapore and China. Assist Thomson sales team with new business.

Greater Boston Area

Develop a real-time capital markets information service, TechData Canada. Design, program, and manage the product. TechData Canada increased gross revenues of the company by over $500,000 per year.Analyze U.S. and Canadian capital markets and recommend trading strategies for Treasury bond futures, currency futures and yield spreads. Write investment reports for North American clients. Visit institutional capital market clients in Boston, New York, Toronto, Montreal, Vancouver and other leading financial market cities.

Greater Boston Area

Directly responsible to the Chief Executive Officer. Maintain investment management system for over 70 private high-net-worth accounts involving president's personal trusts and Fidelity's foundation trusts. Meet directly with the president to determine investment strategy for private accounts. Series 6, 63 and 7 licenses.

Phd, Economics

Activities and Societies: Omicron Delta Epsilon International Honor Society for Economics

Master'S Degree, Economics

Bachelor'S Degree, Economics