Michael T. Ford, Cfa Email & Phone Number

New York, Ny, Us

New York, New York, United States

Greater New York City Area

Provided investment oversight and related duties for Merrill advisor discretionary strategies. Reviewed and approved advisor proposed discretionary strategies to ensure thorough investment processes were followed, appropriate benchmarks were utilized, and strategy allocations would be in line with the fiduciary program’s investment guidelines. Managed risk oversight routines associated with the production of strategy specific marketing materials including internal performance dispersion reviews. Communicated with advisors to explain policies and best practices. Managed a program allowing a small group of senior advisors to get the performance track record of their discretionary strategies certified by a third-party vendor, including vendor management responsibilities and liaising between the advisor teams and third-party employees to complete the associated day-to-day responsibilities of the program. Extensive experience working with large data sets in Excel, including the use of PivotTables and Data Models and the creation of macros for recurring tasks; additionally, utilized SQL to query data from internal database tables.

Providence, Rhode Island

Provided ongoing portfolio oversight for 1300+ institutional and personal trust portfolios within Merrill’s fee-based investment advisory program. Collaborated with Private Bank trust officers and Merrill financial advisors to create investment policy statements, review and approve portfolio change requests, resolve variances, and determine appropriate solutions. Helped ensure each portfolio was invested in accordance with its investment policy statement and in line with firm and regulatory policies.

New York, New York

Served at this RIA in advising high-net-worth individuals on investing their portfolios. Created investment policy statements, proposed portfolio positioning including asset allocation and manager selection, prepared performance reports, and facilitated trades. Also prepared one-off capital sufficiency forecasts and portfolio reviews.

Hartford, Connecticut Area

Served on a team with nine other finance students solely responsible for managing a $1 million portfolio of university endowment funds, a competitive program established to provide students with hands-on portfolio management experience.

University Of Connecticut

Founding President of the Psi Rho chapter. Elected as President by a group of 11 peers during the organization's colonization phase and served for 2½ semesters through the chapter's installation with 65 members. Chaired weekly chapter-wide meetings and weekly executive board meetings.

New York, New York

Compiled P&L data to assist with analysis. Managed organizational chart production for the entire News & Sports Group cluster. Collaborated with a team of seven interns in the development of a marketing plan to increase incremental subscriptions for Sports Illustrated Digital Magazine.

West Hartford, Connecticut

Prospected clients and shadowed full-time professionals during meetings with prospective clients to assess their financial position, identify goals, and recommend products matching their long-term goals and budget limitations.

Middletown, Connecticut

Organized sales floor to comply with company expectations. Utilized knowledge of sales floor layout to effectively communicate answers to customer questions. Serviced customers at the cashier during busy times to reduce queue time.