John Raphael Rodrigo, Cfa Email and Phone Number

Perform investment-specific and macroeconomic analysis and present to the firm's group of chief investment officers. Communicate the firm's investment thinking to both internal stakeholders and clients through internal and external publications. Collaborate with Brown Advisory's various investment research departments to generate insights on current investments and identify potential areas of opportunity and risk across client portfolios.

Conduct asset allocation and investment strategy research, using quantitative and fundamental analysis across various asset classes to make strategic and tactical allocation decisions for the firm’s model portfolio.Develop views on the macroeconomic environment, financial markets, asset class valuations, central bank policy and political risk that shape and impact the balanced model portfolio.Oversee due diligence process and perform statistical analysis on existing and prospective investment strategies, covering investments across public long-only equities, fixed income and hedged strategies.Author quarterly and annual investment outlook publications and client communications, researching the most relevant topics impacting financial markets and analyzing the potential impacts on client portfolios.

An apparel company that focuses on selling fashionable, trendy five-panel and six panel hats. Manages financial accounting system for Skyed, creating expense documents, inventory tracking and break-even analysis.

Participated in rotational program, completing various due diligence and excel data projects for equity research, fixed income, private equity, asset allocation and co-mingled funds.Developed investment thesis on LinkedIn equity through company research and financial analysis.Conducted mutual fund fee analysis to determine competitive positioning of the firm's mutual funds.Performed basic credit analysis for Edison International by examining business conditions of the company and the utilities industry.

Developed initial business plan that aimed to generate revenue through recycling in Hong Kong and would support the NGO, Liter of Light, provide zero-energy light fixtures to houses in the Philippines.

• Lived and worked in Hunan, China, teaching English to primary, middle, and high school students• Planned English curriculum for students to practice their speaking and writing skills and learn more about western culture• Planned and participated in cultural exchange activities with the students