Grant K. Mckay, Cfa
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Grant K. Mckay, Cfa Email & Phone Number

Portfolio Manager at Busey Wealth Management at Busey
Location: Greater Chicago Area, United States, United States 3 work roles 2 schools
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Current company
Role
Portfolio Manager at Busey Wealth Management
Location
Greater Chicago Area, United States, United States
Company size

Who is Grant K. Mckay, Cfa? Overview

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Quick answer

Grant K. Mckay, Cfa is listed as Portfolio Manager at Busey Wealth Management at Busey, a company with 929 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Grant K. Mckay, Cfa.

Grant K. Mckay, Cfa previously worked as Senior Vice President and Portfolio Manager at Busey and Senior Investment Analyst at Columbia Threadneedle Investments, Us. Grant K. Mckay, Cfa holds Master Of Business Administration (M.B.A.), Finance, General from The University Of Chicago Booth School Of Business.

Company email context

Email format at Busey

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Busey

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Profile bio

About Grant K. Mckay, Cfa

I am an equity portfolio manager and senior analyst. I deliver strong risk-adjusted returns through in-depth fundamental analysis combined with quantitative screening and disciplined risk management. I have expertise in domestic equities across the market cap spectrum. I am an effective leader and team member in high caliber investment organizations.

Listed skills include Portfolio Management, Equities, Asset Management, Financial Modeling, and 29 others.

Current workplace

Grant K. Mckay, Cfa's current company

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Busey
Busey
Portfolio Manager at Busey Wealth Management
champaign, illinois, united states
Website
Employees
929
AeroLeads page
3 roles

Grant K. Mckay, Cfa work experience

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Senior Vice President And Portfolio Manager

Current

Greater Chicago Area

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

Aug 2018 - Present

Senior Investment Analyst

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..
  • 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.
Aug 2000 - Sep 2016

Portfolio Manager And Senior Investment Analyst

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.
Sep 1997 - Aug 2000
Team & coworkers

Colleagues at Busey

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2 education records

Grant K. Mckay, Cfa education

Bachelor’S Degree, Finance, Magna Cum Laude

Activities and Societies: Students in Free Enterprise

FAQ

Frequently asked questions about Grant K. Mckay, Cfa

Quick answers generated from the profile data available on this page.

What company does Grant K. Mckay, Cfa work for?

Grant K. Mckay, Cfa works for Busey.

What is Grant K. Mckay, Cfa's role at Busey?

Grant K. Mckay, Cfa is listed as Portfolio Manager at Busey Wealth Management at Busey.

Where is Grant K. Mckay, Cfa based?

Grant K. Mckay, Cfa is based in Greater Chicago Area, United States, United States while working with Busey.

What companies has Grant K. Mckay, Cfa worked for?

Grant K. Mckay, Cfa has worked for Busey, Columbia Threadneedle Investments, Us, and Federated Investors.

Who are Grant K. Mckay, Cfa's colleagues at Busey?

Grant K. Mckay, Cfa's colleagues at Busey include Shawna Ater, Jaime Adkins, Karen Smegner, Tanner Bailey, and Adam J..

How can I contact Grant K. Mckay, Cfa?

You can use AeroLeads to view verified contact signals for Grant K. Mckay, Cfa at Busey, including work email, phone, and LinkedIn data when available.

What schools did Grant K. Mckay, Cfa attend?

Grant K. Mckay, Cfa holds Master Of Business Administration (M.B.A.), Finance, General from The University Of Chicago Booth School Of Business.

What skills is Grant K. Mckay, Cfa known for?

Grant K. Mckay, Cfa is listed with skills including Portfolio Management, Equities, Asset Management, Financial Modeling, Valuation, Investments, Equity Research, and Hedge Funds.

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