Jeffrey Boardman Email & Phone Number

Cleveland, Ohio, United States

Responsible for RIA and Broker-Dealer compliance at Huntington Investment Company.

Primary responsibility for Registered Investment Advisory and DOL Compliance

Cleveland/Akron, Ohio Area

Our mission is to empower individuals to achieve and maintain self-sufficiency through employment.Towards Employment is a proven leader in workforce development that connects people to careers, which changes people’s lives, advances businesses, and strengthens community in Northeast Ohio.

Source unique investment solutions for high net worth, ultra-high net worth and institutional clients of Private Client Group.Primary analyst responsible for due diligence on multiple alternative and traditional investment solutions, including multi-strategy hedge fund of funds, private equity funds, and long-short equity funds. Perform qualitative and quantitative analysis on various alternative and traditional investment managers, including fixed income.Execute operational review on multiple hedge and traditional investment managers.Serve as subject matter expert in prominent client or prospect situations, presenting to ultra-affluent private clients and institutional investment committees. Conduct periodic investment reviews with high-profile clients, addressing general market issues, account performance, and investment manager evaluation.

Launched PCG's Open Architecture initiative, totaling nearly $600,000,000 in client assets in first twelve months of operation, currently in excess of $1 billion.Develop asset allocation solutions, including non-traditional asset classes, designed to meet long-term objectives and risk tolerance parameters of clients.Review institutional investment policy statements and design investment solutions within IPS guidelines.Create and deliver training to PCG's Portfolio Management and sales personnel on implementation and utilization of external money managers. Authored or co-authored white papers several topics, including Exchange Traded Funds, commodities and absolute return vehicles.

Presided over McDonald's Investment Management Committee; managed approximately $250,000,000 in mutual fund and separately managed account model portfolios.Researched and published internal analysis of mutual funds and designed evaluation criteria for mutual fund and separate accounts.

Assisted Investment Consultants in development and delivery of client allocation proposals.Provided advice and counsel to sales force with regard to mutual fund sales.Advised on approximately $120,000,000 in mutual fund sales for calendar year 2002.

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

Bachelor Of Arts, Political Science/Finance

High School, High School