Lead investment portfolio manager for a growing number of clients and co-portfolio manager on a number of more complex relationships (multi-generational and institutional).

The clients I work with are a mix of both high net worth families/individuals and non-taxable institutions such as endowments & foundations. Our client's portfolios are balanced/multi strategy so they contain a wide range of asset classes and investment vehicles with varying degrees of liquidity (everything from treasuries to private investment partnerships). My role in the DC office is both to support a senior portfolio manager as well as be the primary portfolio manager for a growing number of relationships. Both roles involve asset allocation, investment analysis, IPS writing and recommendations, client communications (including running client meetings), portfolio modeling/rebalancing, and reporting. Additional responsibilities involve overseeing the activities (including initial and ongoing training) of the other members of the DC private client portfolio management team.

ABIM is a money manager and part of its business is to provide portfolio management to five mutual funds. My role is to handle all the responsibilities that come with running a mutual fund short of making the investment decisions. Responsibilities include (but are not limited to): securities analysis, reporting, record keeping and compliance monitoring.

ICI Mutual provides Fidelity Bond and D&O/E&O Insurance to mutual fund firms. As underwriter I would evaluate the firms for insurance consideration.