Kent Miller Email & Phone Number

PORTFOLIO SPECIALISTInstitutional | Retail | Investment ConsultantsPassionate about Growth | Intellectually Curious | Innovative and Entrepreneurial | Results Matter• Proxy for Portfolio Managers in domestic and global equity, broad fixed income and non-traditional securities who specializes in articulate and precise analysis.• Cultivator of meaningful relationships with decision makers at all levels.• Influencer who garners commitment from prospects and clients through persuasive, engaging, and informative presentations.I've built my career on a barbelled philosophy of bringing portfolios and people together. As a portfolio specialist, I've had the opportunity to learn from some of the most accomplished investors in domestic and global equities, broad fixed income and non-traditional securities. As their proxy in sales and client relations, I've created and sustained institutional relationships which have cultivated into lasting, collaborative alliances.For me, the connection between portfolios and people is where meaningful conversations begin. This connection occurs through multiple formats including: my presentation of investment processes during finals meetings; my explanation of attribution to sophisticated clients; and my writing and panel moderation at national research forums.These are the moments when competitive advantages are differentiated and idea sharing translates into assets under management. It's these rewarding, intellectual challenges that define my results-driven career in the financial services industry.

Listed skills include Mutual Funds, Equities, Fixed Income, Alternative Investments, and 24 others.

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  Loyola University Maryland

  Finance