Grant K. Mckay, Cfa Email & Phone Number

Greater Chicago Area

Large cap equity portfolio manager and head of equities for Busey Wealth Management.

Greater Chicago Area

Senior equity analyst and sector portfolio manager with responsibility for a $2 billion sleeve of the Columbia Acorn fund. Focused on small and mid-cap technology hardware, semiconductor, and IT services stocks. Generalist investor across a variety of other industries.Delivered strong investment performance• Outperformed my benchmark 10 of 15 years and cumulatively over my career with the firm.• Managed a portfolio sleeve (20-35 stocks) starting at $100 million to a peak of over $2.2 billion.Contributed to investment team and overall business• Delivered presentations and written reports to portfolio managers and analysts for new ideas, updates, and sector reviews.• Participated in decisions to set targeted portfolio sector weights.• Collaborated with investment team members to identify investable themes, perform due diligence, and challenge investment theses. • Met with institutional clients to discuss the technology sleeve of the portfolio.Performed in-depth fundamental research• Interviewed company management teams to develop appreciation for corporate strategy.• Queried contacts at customers, suppliers, and competitors to understand how industry participants, not Wall Street, actually view the target company.• Utilized extensive Street relationships to understand consensus beliefs and obtain industry data.• Modeled company financials to crystallize my assumptions versus from Street expectations.Gained investment edge• Focused on under-followed stocks.• Identified investable trends and companies that would benefit.• Emphasized companies with sustainable competitive advantages.• Sought catalysts such as new products and entry into new markets.

Greater Pittsburgh Area

Co-portfolio manager on Federated Small Cap Strategies Fund and senior equity analyst. Responsible for technology, industrials, and financials sectors. Managed small-cap core mutual fund• Teamed with lead portfolio manager to set strategic direction for the fund.• Mentored analysts.• Marketed the fund to Federated sales force.• Contributed to doubling of fund’s AUM to more than $400 million.Analyzed stocks for the small-cap growth team• Performed fundamental analysis and provided stock recommendations.• Selected securities for 100-stock portfolio.

Master Of Business Administration (M.B.A.), Finance, General

Activities and Societies: Investment Management Club

Bachelor’S Degree, Finance, Magna Cum Laude

Activities and Societies: Students in Free Enterprise