George Rudawski

George Rudawski Email and Phone Number

Senior Portfolio Manager @ Altman Advisors | Wealth Management, Investment Strategy @ Altman Advisors
George Rudawski's Location
Greater Chicago Area, United States, United States
George Rudawski's Contact Details

George Rudawski personal email

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George Rudawski phone numbers

About George Rudawski

George Rudawski, MSFE, MBA, CFA® excels in his role at Altman Advisors, where he is responsible for conducting research, generating investment strategies, and managing credit portfolios. His journey in finance began in Ukraine, where an early interest in capital markets led him to pursue advanced education in the United States. He obtained an MBA from Wayne State University in 1998, followed by a Master of Science in Financial Engineering from the University of Michigan in 2003. Shortly thereafter, he attained a Chartered Financial Analyst® designation.With over two decades of asset management experience, George has held significant positions including Head of U.S. Securitized Products and Lead Portfolio Manager at Aviva Investors, and Director at Fitch Ratings, where he played a lead role in rating Collateralized Loan Obligations. His approach to asset management is deeply personal; he respects our clients immensely and manages their investments with the utmost care, as if they were his own.George is an active member of the CFA Institute and the Investment Analyst Society of Chicago. Outside the office, he enjoys fishing and the performing arts in Chicago. He is a family man, dedicated to his wife and supporting their son who is pursuing his BBA in Belgium.

George Rudawski's Current Company Details
Altman Advisors

Altman Advisors

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Senior Portfolio Manager @ Altman Advisors | Wealth Management, Investment Strategy
George Rudawski Work Experience Details
  • Altman Advisors
    Senior Portfolio Manager - Partner
    Altman Advisors Aug 2022 - Present
    Chicago, Il, Us
    For over 50 years, the founders of Altman Advisors and their team have helped to protect and grow the wealth of select clientele, building long-lasting relationships of trust across generations. Established in 2016, we are a Multi-Family Office (MFO) providing a comprehensive suite of family office and asset management services. Our services include investment management, estate and tax optimization, legacy development, risk mitigation, family governance and education, philanthropic advisory, and real estate and liability planning, all designed to secure and enhance your financial future. Distinguished by our rapid response and resolution commitment, we pride ourselves on delivering a multi-generational Financial Independence Plan within six months of client engagement, along with a series of monthly appointments for a proactive approach. At Altman Advisors, we do more than manage assets – we nurture lasting partnerships and build enduring financial legacies for generations to come.Altman Advisors is a Registered Investment Adviser. This content is solely for informational purposes. No advice may be rendered by Altman Advisors unless a client service agreement is in place.
  • Fitch Ratings
    Director
    Fitch Ratings 2021 - Aug 2022
    New York, New York, Us
  • Aviva Investors
    Fixed Income Senior Portfolio Manager
    Aviva Investors Sep 2013 - Feb 2020
    London, England, Gb
    Directed all US Securitized investments (MBS, CMBS, ABS, CMO) across the company and managed various investment strategies in a total return framework. Responsible for a $1B portfolio serving institutional clients, including Aviva Investors Global Aggregate Bond Fund and two flagships, AIMS funds. A member of the Strategic Investment Committee, co-leading the development of house macroeconomic views on the US real estate and consumer markets. • Developed and implemented relative value trades, contributing 370 bps in excess return per year to the AIMS Target Income and Target Return Strategies since inception (July 2014); this capitalized on the secular shift in homeownership and investing in Agency Multifamily CMBS• Studied upcoming European union legislation, organizing, disseminating and presenting key findings to drive investment strategies •Conducted comprehensive reviews of back-office and performance attribution process of structured products, educating teams in India and London on specifics on proper process and monitoring progress, eliminating cash flow errors and vastly increasing sector performance transparency • Mentored and supervised junior portfolio manager and a trader, responsible for the development of training materials, and delivering educational seminars in sector areas
  • Fischer Frances Trees & Watts (Bnp Paribas Investment Partners)
    Portfolio Manager - Sector Rotation
    Fischer Frances Trees & Watts (Bnp Paribas Investment Partners) 2010 - 2013
    Responsible for development and management of a $5B portfolio, serving 12 key clients primarily in Multi-Strategy Fixed Income, Core and Core plus Fixed Income mutual funds, and separate accounts.• Provided and executed recommendations that added 480 bps excess return per year since the strategy inception (2010)• Established and implemented global mufti-asset allocation strategies to generate target excess return within the allocated risk budget for Absolute return and benchmark relative portfolios • Played a valued role in the Global Asset Allocation team of four professionals in London, Boston, Chicago, and New York • Developed and implemented relative value trades, closely liaising with investment groups and clients to set asset allocation and enhance clients’ excess returns in global fixed income sectors• Established close contact with major trading desks; direct trading work supported ability to identify pivot points in market trends• Conducted economic and financial market analysis as well as interpretation and projection of economic trends; actively facilitated productive dialog with sell-side research• Developed a Macro/Valuation/Sentiment analysis framework to assist in identifying relative value trade opportunities; the framework provides a top-down approach to compare multi-sector valuations while factoring in effects of the macroeconomic environment and market’s sentiment; framework adopted and actively used by the team
  • Abn Amro Asset Management
    Vice President - Structured Products | Portfolio Manager | Research Analyst
    Abn Amro Asset Management 2003 - 2010
    Directed $3.4B in structured fixed income securities for institutional accounts in the core, enhanced cash, and stable value strategies. Led the investment decision-making process, providing top-down relative value analysis and bottom-up security selection, scenario analysis, portfolio allocation, implementation, and monitoring. A vital member of the Global Investment Committee, providing ongoing development updates on the US structured product market. • Consistently negotiated the best trade execution on a competitive basis, outperforming the Barclays Aggregate benchmark by 497 bps (2009) through strategic sector allocation trades.• Transformed the Stable Value strategy into profits through a series of accurate and timely sector rotation trades during and after the collapse of the non-agency MBS market. (2009 – 2010)• Identified and prevented potential losses to the company by proactively managing US Structured product exposure during the 2007-2009 crisis; effectively employed a contrarian approach to avoid risk in years preceding the crisis and actively added risk immediately after• Personally traded $8.8B+ in structured products spread over 808 individual trades (2009)• Established direct link to all major wall-street trading desks to assure the best trade execution

George Rudawski Skills

Fixed Income Portfolio Management Investments Bonds Structured Products Asset Allocation Investment Strategies Asset Management Financial Modeling Derivatives Relative Value Financial Markets Fixed Income Trading Bloomberg Alternative Investments Hedge Funds Credit Securitized Products Commercial Mortgage Backed Security Mortgage Backed Security Asset Backed Security Blackrock Aladdin Trading Fixed Income Portfolio Management Securitization Investment Management Portfolio Optimization Fixed Income Analysis Financial Product Development Underwriting Credit Analysis Hedging Capital Markets Analysis Financial Services Investment Advisory Global Investment Management Bondedge Barclays Point Intex Economic Data Analysis Portfolio Performance Analysis Risk Management Risk Assessment Financial Market Research Global Finance Team Leadership Client Relations Investment Compliance Cash Flow Forecasting Macroeconomics

George Rudawski Education Details

  • University Of Michigan
    University Of Michigan
    Financial Engineering
  • Wayne State University
    Wayne State University
    Finance
  • Ivan Franko National University Of Lviv
    Ivan Franko National University Of Lviv
    Physics

Frequently Asked Questions about George Rudawski

What company does George Rudawski work for?

George Rudawski works for Altman Advisors

What is George Rudawski's role at the current company?

George Rudawski's current role is Senior Portfolio Manager @ Altman Advisors | Wealth Management, Investment Strategy.

What is George Rudawski's email address?

George Rudawski's email address is ru****@****ast.net

What is George Rudawski's direct phone number?

George Rudawski's direct phone number is +4420780*****

What schools did George Rudawski attend?

George Rudawski attended University Of Michigan, Wayne State University, Ivan Franko National University Of Lviv.

What skills is George Rudawski known for?

George Rudawski has skills like Fixed Income, Portfolio Management, Investments, Bonds, Structured Products, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Derivatives, Relative Value, Financial Markets.

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