Melissa Mcgrane, Cfa Email & Phone Number

Greater San Diego Area

Portfolio Manager with decision-making responsibilities for institutional International and US public equity strategies with more than $4 billion AUM. Significant client-facing responsibility with both consultants and institutional asset owners.• Engaged in all facets of portfolio management process, including developing alpha models, risk management, and portfolio construction. Actively monitor portfolio positions and risk factor exposures.• Deliver alpha generating research to support and enhance equity strategies utilizing large data sets and a broad set of tools, including Python. Contribute to new product development supported by robust strategy simulations.• Provide thought leadership for external communication, including a quarterly letter, to highlight factor performance, market trends and the macro environment. • Cultivate relationships with clients, prospects, and consultant community, broadening awareness and deepening knowledge of firm’s capabilities and offerings. Actively participate in client reviews to articulate investment results.

San Diego, California, United States

President 2021-2024

Miami/Fort Lauderdale Area

Recruited by former boss to lead team of William Blair alumni and launch a family office and hedge fund. Provided operational oversight for the firm, managing financial and middle-office functions as well as technology. Directed research efforts and served as portfolio manager and trader.• Developed a high performing team to design suite of proprietary quantitative models using R, Python, and FactSet. Directed architecture and construction of a state-of-the-art cloud-based data warehouse supporting a front-end research platform administered via Tableau. • Created strategies to guide research from high level conceptual ideas through proof of concept to production. Prioritized ongoing projects assessing practicality and feasibility as well as internal resource allocation. Directed and actively engaged in all areas of investment process, including alpha models, risk management, portfolio construction, and strategy.• Influenced new business development by actively engaging with consultant community and prospective direct investors. Constructed and delivered narrative to articulate investment philosophy and process. Maintained oversight for performance attribution, evaluation, and client reporting. Prepared quarterly client communications addressing performance, positioning, and outlook.

Chicago, Illinois (2007-2011, 2016), London, Uk (2011-2015)

• Established a quantitative framework for investment strategy which provided a top down view of sectors, countries, and styles to support institutional global equity strategies. Deliverables included visual collateral for internal and external use as well as interactive tools delivered through an online research platform. Implementation resulted in improved resource efficiency and research effectiveness, as well as tangible risk reduction across portfolios.• Provided thought leadership to support all external marketing and client communication supported by strategy framework as well as macro research and thematic projects on subjects such as commodities and ESG. Prepared annual global market outlook presentations which were delivered by CIO to 300+ clients. • Launched and co-managed two strategies: a systematic equity portfolio which was launched in 2011 with $25 million in AUM and a multi-asset portfolio which was also launched in 2011 with $50 million AUM.

Chicago, Illinois

• Performed fundamental analysis on companies in the Financial and Consumer sectors supporting investment recommendations to institutional equity portfolio managers. Built and maintained forecast and valuation models, performed due diligence including company management meetings, and prepared recommendation reports.• Coordinated sector research teams and directed communication of research including quarterly presentations to the department. • Provided early research regarding the effectiveness and potential alpha generation from a suite of quantitative models still in their infancy. Enhanced research efficiency and effectiveness by developing new and creative ways to incorporate quantitative models into the investment process.

Chicago, Illinois

• Provided comprehensive client service to both institutional and high net worth clients acting as the point person for all day-to-day needs.• Contributed research for credits held in money market fund.• Provided research and recommendation on municipal bond offerings for taxable equity portfolio managers managing balanced portfolios.• Executed treasury, agency and municipal bond trades and managed post-trade middle office functions

Marion, Iowa

Liaised with national network of client advisors to assist and advise in all operational areas. Guided new advisors through the onboarding process.

Marion, Iowa

Provided all execution services for client advisors including equity, option and fixed income trades. Directed flows, provided allocations, and resolved post trade settlement issues as needed.

Master Of Business Administration (Mba), Finance, Economics, And Econometrics & Statistics

Bachelor Of Arts (B.A.), Economics And Business Administration

* Graduated Magna Cum Laude and member of Phi Kappa Phi Honor Society