Kellie Romero S. Email & Phone Number

Dallas/Fort Worth Area

Partner with portfolio managers to focus efforts on identifying the areas of risk management that are most impactful to portfolio management. Responsible for the design and development of procedures for the oversight of risk positioning in the firm’s strategies to ensure that all strategies are positioned properly and according to specific investment objectives. As Head of the Risk and Performance and Analytics Group and Chair of the firm’s Risk Oversight Committee, responsible for the evaluation and identification of discrepancies between the subjective views of portfolio managers and quantitative assessments. Lead the firm’s efforts related to ESG integration into the investment processes as well as at the corporate level.

Dallas/Fort Worth Area

Oversee client service and marketing support functions.Provide information, and ensure that the firm’s vision, investment style and performance is accurately and consistently conveyed through the design of marketing and client service collateral, RFP documentation, newsletters, website and other client facing materials.

Dallas/Fort Worth Area

Provide investment management services and specialized fund products (mutual funds, pension plans, 401(k), commingled funds, foundations and endowments) to institutional clients.Manage a team of twenty three investment professionals and provide direction to those involved in implementing various actions for various portfolios. Serve as team member in the Technology and Industrial Research Group, which is responsible for challenging the security recommendations of the individual analysts who cover the industries within the group’s defined sectors. As Research Analyst, focus on computer hardware sectors. As Portfolio Team member for the LargeCap Value, SMidCap Value and SmallCap Value products, monitor and perform daily evaluation of the performance of the cash, equity and fixed income positions of the portfolio, make buy/sell recommendations and/or transactions. Oversee client service and marketing support functions, providing information, and ensuring that the firm’s vision, investment style and performance is accurately and consistently conveyed through the design of marketing and client service collateral and RFP documentation.

Dallas, Tx

Manage a team of fourteen Analysts and provided direction to those involved in implementing actions for various portfolios. Serve as Research Group Head for the Technology and Industrial Research Group, which is responsible for challenging the security recommendations of the individual analysts who cover the industries within the group’s defined sectors. As Research Analyst, focus on computer hardware sectors. As Portfolio Team member for the LargeCap Value, SMidCap Value and SmallCap Value products, monitor and perform daily evaluation of the performance of the cash, equity and fixed income positions of the portfolio, make buy/sell recommendations and/or transactions. Serve as a key link to the client service and marketing teams, providing information, and ensuring that the firm’s vision, investment style and performance is accurately and consistently conveyed. Contributed to the design of marketing collateral’s and participated in investment presentations to institutional clients, consultants and prospects.

Dallas/Fort Worth Area

Contributed to the development and execution of the firm’s investment strategy in a multicap value style. Monitored and performed daily evaluation of the performance of the cash, equity and fixed income positions of the portfolio, made buy/sell recommendations and/or transactions, and served as the primary source of critical market, sector and economic information. As Research Analyst, focus was on capital goods, telecommunications, utilities and high-technology sectors. Team member for LargeCap Value and SMidCap Value products.

Mba, Accounting

Bs, Finance