Michael Arends
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Michael Arends Email & Phone Number

Client Portfolio Manager | Fiduciary | ESG/Sustainable Investing | Client Retention and Relationship Expansion| New Business Development | Market Sophistication | Excellent Presentation Skills | Alpha Generator
Location: Dedham, Massachusetts, United States 2 work roles 2 schools
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Role
Client Portfolio Manager | Fiduciary | ESG/Sustainable Investing | Client Retention and Relationship Expansion| New Business Development | Market Sophistication | Excellent Presentation Skills | Alpha Generator
Location
Dedham, Massachusetts, United States

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Michael Arends is listed as Client Portfolio Manager | Fiduciary | ESG/Sustainable Investing | Client Retention and Relationship Expansion| New Business Development | Market Sophistication | Excellent Presentation Skills | Alpha Generator based in Dedham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Michael Arends.

Michael Arends previously worked as Senior Portfolio Strategist - Client Portfolio Manager at Mellon and Institutional Portfolio Manager/Senior Portfolio Manager at Putnam Investments. Michael Arends holds Master Of Business Administration - Mba, Finance And Financial Management Services from Indiana University Bloomington.

Profile bio

About Michael Arends

As a trusted investment professional with strong fiduciary values, I have been fortunate to experience high client retention, timely enrichments and healthy growth in assets under management. Please note the supporting statistics in my experience section. Credibility built as an active and client portfolio manager across a broad number of investment strategies has provided the expertise for success. Presentation skills have driven new business development and the growth of endorsing long-term clients.I have a high interest in ESG / Sustainable Investing and are growing personal capabilities . Relationship Management experience at the individual, committee and consultant level has built sustained confidence in existing strategies and a willingness to expand the client / firm investment partnership.Important unique assets I bring to the team include new idea generation with a high rate of alpha creation. The breadth of my investment experience creates a stream of strategy relevant recommendations at the security, sector and thematic level. Client first and team play have always been part of my DNA.

2 roles · 29 years

Michael Arends work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Strategist - Client Portfolio Manager

Boston, Massachusetts, United States

  • MELLON INVESTMENTS / THE BOSTON COMPANY ASSET MANAGEMENT, Boston, MA 2/2008 – 2/2021Director – Senior Portfolio Strategist, Opportunistic Equity Strategy ($4 Billion AUM)Served as the Client Portfolio Manager.
  • Maintained 95% client retention and strategy revenue base in 2020 utilizing Portfolio Manager / Portfolio Strategist customized client presentations, timely portfolio strategy updates and personal trust.
  • Served as a principal driver in raising $500 million in new assets and a key team member in gaining an additional $700 million in new strategy assets through background research / introductory / update and finals.
  • Earned top 5% incentive compensation award within a 48,000-employee work force based on new business wins, client retention and contribution to strategy enhancements.
  • Attained client enrichments that exceeded 50% of their assets under management near 2020 market bottom by allaying client concerns, articulating positive case for equities and trust built over long-term relationship.
  • Spearheaded strategy enhancement, integration and articulation of ESG pillars while elevating collaborate management engagement process.
Feb 2008 - Feb 2021

Institutional Portfolio Manager/Senior Portfolio Manager

1997 - 2007 ~10 yrs
2 education records

Michael Arends education

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What is Michael Arends's role at their current company?

Michael Arends is listed as Client Portfolio Manager | Fiduciary | ESG/Sustainable Investing | Client Retention and Relationship Expansion| New Business Development | Market Sophistication | Excellent Presentation Skills | Alpha Generator.

Where is Michael Arends based?

Michael Arends is based in Dedham, Massachusetts, United States.

What companies has Michael Arends worked for?

Michael Arends has worked for Mellon and Putnam Investments.

How can I contact Michael Arends?

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What schools did Michael Arends attend?

Michael Arends holds Master Of Business Administration - Mba, Finance And Financial Management Services from Indiana University Bloomington.

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