Kasey Wopperer Email & Phone Number

Pittsford, New York, Us

• Responsible for asset allocation and underlying equity investment decisions for multi-asset class and all equity clients. • Develop and monitor U.S. and global economic overviews and translate views into investment recommendations.• Manage ESG related investment strategies from concept and design through execution and management.• Write client communication, blog content, and social media commentary. Develop other potential client and RFP materials. • Maintain portfolio, performance, and risk monitoring tools built when initially hired. • Conduct due diligence for deferred compensation plans. Make recommendations and write deliverables for retirement plan committees.• Implementation of a disciplined and repeatable process with assigned benchmarks, designated midpoints and ranges for each asset class, and guardrails for each objective. Creating and maintaining models for each objective allows scalability. • Vote all proxies for clients. • Active member of the management team, responsible for strategic business decisions and supervision of all departments.• Recruit, interview, hire, and mentor talent at all levels and departments within the firm.

Fairport, Ny, Us

• Responsible for investment recommendations and decisions related to portfolio positioning as one of three portfolio managers on International Series, an actively managed international equity fund. • Produced investment insights through a combination of top-down analysis of macroeconomics, politics, and long-term thematic trends, while utilizing fundamental and industry analysis.• Covered European and Latin American regions, providing key observations on financial markets, investable opportunities, macro-economic developments, politics, and risks. Research was distributed across the research department and the firm.• Monitored global economic outlook through collaboration with other top-down teams. • Deliverables included: actionable themes, country overviews, company recommendations, chart books, performance reports, and economic datasets.

Fairport, Ny, Us

• Responsible for investment recommendations and portfolio positioning decisions as one of three portfolio managers on the firm’s ETF products (tactical multi-asset class, target date, and cash balance products). • Updated and helped create economic, valuation, liquidity, and sentiment indicators for Global, United States, Developed International, Emerging and Fixed Income Markets which informed our investment decisions. • Created and maintained a monthly Portfolio Exposure Monitor which provided an analysis of intended and unintended bets in the core portfolios. This included the Citi Global Risk Model, sector beta, factor performance reports, and stress testing.• Developed and maintained a mutual fund model, which created a solution for smaller clients and advisors. It gave advisors a tool to express our top-down views by combining several of our funds and created another platform to distribute our funds.• Educated sales reps and clients on products and economic overview through marketing materials and presentations.• Instrumental in creating, maintaining, and writing our online Top-Down Newsletter, “Vantage”, consisting of a monthly research note, a feature article, recommended asset allocation, quantitative indicators, and chart books. Many pieces were syndicated by Seeking Alpha, Reuters, and AdvisorHUB among other websites and blogs. • Built, back-tested and maintained screens for bottom-up idea generation for sector groups within our department. • Identified and analyzed long-term themes and their investment implications. Examples include: the emerging middle class, the student loan debt burden, the changing equity market structure, disruptive innovation, aging global demographics, the U.S. Manufacturing Renaissance, and U.S. Energy Independence.

Fairport, Ny, Us

Fairport, Ny, Us

Fairport, Ny, Us

Fairport, Ny, Us

• Assisted Equity Analyst Team with projects ranging from researching commodity markets correlation versus firm’s portfolio holdings to development of a sector-specific database to fundamental review of 10K and 10Q for specific companies • Co-authored research report on Commodities • Developed a regression analysis with Quantitative Research Team• Administered the firm’s Document Management System, including all research reports, sector theses and portfolio holdings

Bachelor Of Science, Marketing

Bachelor Of Science, Finance