John R. Cusick, Cfa Email & Phone Number

Kingston, Ny

Named co-lead portfolio manager of Midstream Energy Strategy in September 2016 with mandate to turn around performance. Developed and executed successful turnaround strategy. Named co-lead portfolio manager of Infrastructure Strategy in November 2021Co-lead portfolio manager for Miller/Howard’s first ETF - UMIDeveloped and co-lead portfolio manager for Miller/Howard’s Clean Energy StrategyManaged strategies with AUM over $900 million and provided investment recommendations for midstream holdings in multiple other strategies.Established rigorous fundamental evaluation process to identify select group of companies meeting strict investment criteria, and integrating decision review and portfolio analysis.Created proprietary quantitative scoring database to rank current and potential investments.Conducted presentations to financial advisors, high-net-worth individuals, and institutional clients to effectively convey detailed review of investment themes and specific company investments.Co-founded the Miller/Howard Risk Management Committee.

Greater New York City Area

Engaged in financial and comparative analysis of the Midstream (MLP) sector and produced reports for institutional and retail clients.Communicated with sales force, traders, and buyside clients on stock-specific investment views and industry trends.Performed fundamental analysis of the macro environment and company specific context, including intensive and ongoing evaluation of the commodity markets including crude oil and natural gas, and provided key input into short term event driven opportunities as well as long term strategies.Conducted due diligence and developed income statement, balance sheet, and cash flow analysis models. Applied diligence and attention to detail in the research of breaking industry news on a daily basis, which led to the development of positive investment opportunities for clients.Performed due diligence for IPOs, follow-on offerings, and other banking transactions.Maintained extensive contact with company management.

Started career as a Research Analyst on the Oil & Gas team.Coverage included major, integrated oil and gas companies, independent exploration and production companies, and refining and marketing companies.Initiated coverage and was lead analyst on several refiner and marketers.After five and a half years, established the Oppenheimer Midstream Energy franchise. Ramped up coverage from four companies in February of 2005 to 12 companies in September 2005.

Master Of Business Administration - Mba

Bachelor Of Business Administration - Bba