Senior Portfolio Strategist - Client Portfolio Manager
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 overseeing strategy interface, new business development and product management while assisting ESG / Responsible Investing integration and alpha contribution.• 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 presentations.• 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.• Unique and broad experience in representing or managing strategies in the domestic and global equity, convertible bond and directional long / short equity asset classes. • Functioned as a consistent generator of new alpha ideas as well as providing an independent view of positions that appeared to be moving away from their investment thesis.
