Paul Fleming, Cfa, Caia Email & Phone Number
@53.com
2 phones found area 812 and 309
LinkedIn matched
Who is Paul Fleming, Cfa, Caia? Overview
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Paul Fleming, Cfa, Caia is listed as Director at First Kentucky Trust, a with 24 employees, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at 53.com, phone signal with area code 812, 309, and a matched LinkedIn profile for Paul Fleming, Cfa, Caia.
Paul Fleming, Cfa, Caia previously worked as Director of Investments at Horizon Bank and Senior Portfolio Manager at Fifth Third Private Bank. Paul Fleming, Cfa, Caia holds B.S., Financial Management from The Ohio State University.
Email format at First Kentucky Trust
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AeroLeads found 1 current-domain work email signal for Paul Fleming, Cfa, Caia. Compare company email patterns before reaching out.
About Paul Fleming, Cfa, Caia
Client focused investment advisor with broad experience in the development and validation of macroeconomic investment themes, implementation and management of proprietary investment and trading strategies, and hedging concentrated stock positions. Research focused on quantitatively oriented management of traditional and alternative strategies, with a primary focus on total return and risk management strategies.Specialties: Client specific asset allocation strategies, incorporating traditional and non-traditional strategies with customized risk management to identify optimal portfolio allocations for complex portfolios.This is my personal LinkedIn profile, thoughts and opinions expressed here are personal and not representative of my employer.
Listed skills include Portfolio Management, Investments, Asset Allocation, Alternative Investments, and 32 others.
Paul Fleming, Cfa, Caia's current company
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Paul Fleming, Cfa, Caia work experience
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Director Of Investments
Current
Senior Portfolio Manager
Client oriented professional focused on individualized investment policies and asset allocation strategies for private and institutional clients. Directly responsible for portfolio construction and strategies, as well as portfolio management and supervisory oversight. Paul has been with Fifth Third Investment advisors since 2006, prior to joining the Kentucky region he served as Director of Research for Mirador Family Wealth Advisors (a wholly owned division of Fifth Third Private Bank
Director Of Research And Investment Solutions
Client oriented executive applying technical expertise across a multi-asset class universe, including highly detailed knowledge and experience across multiple investment styles and strategies. Recognized thought leader with primary authority over development and validation of macroeconomic investment themes, implementation and management of proprietary investment strategies, hedging of concentrated stock positions, and highly tailored portfolio construction for ultra-high-net-worth investors. Senior Contributing Member of Fifth Third Private Bank Investment Management Group, including;• Chair of Mirador Investment Committee• Tactical Asset Allocation Committee• Hedge Fund Strategy Team• Capital Markets Assumptions Committee• Derivatives CommitteeMirador Family Wealth Advisors (“Mirador”) is a multi-client family office focused on wealth and values perpetuation for the client families it serves. An exclusive division of Fifth Third Bank, Mirador was formed to ease the burden of managing the complexity of extraordinary wealth for select families. Unlike some advisors that apply a simplified approach to wealth management, Mirador embraces the complexity that accompanies the finances of wealthy families and establishes a framework to leverage the intellectual capital of client’s entire advisory team – both within Mirador as well as its outside advisors. Mirador focuses on families with a minimum of $25 million in investable assets or a minimum of $50 million in net worth.
Senior Portfolio Manager
Quantitatively oriented management of traditional and alternative strategies for select ultra high net worth clients. Additional responsibilies include: •Traditional and synthetic hedging strategies for concentrated equity positions. •Development of new investment strategies for firm's clients (eg. inflation protection, "tail insurance" and enhanced cash management).•Guidance on hedge funds and other alternative investment options.•Advising clients on investment policy statements. •Asset/liability and Liability Driven Investment strategies. •Member of Fifth Third external manager strategy group.
Director Equity Trading
Institutional trader, responsible for market making, block trading and M&A arbitrage
Senior Trader
NASDAQ Market Maker in IT and internet companies
Senior Nasdaq Trader
Managed the brokerages proprietary order flow in NASDAQ stocks
Financial Advisor
Colleagues at First Kentucky Trust
Other employees you can reach at firstkytrust.com. View company contacts for 24 employees →
Meredith Mccann
Colleague at First Kentucky TrustLouisville Metropolitan Area, United States
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Debra Duncan
Colleague at First Kentucky TrustLouisville Metropolitan Area, United States
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Curtiss Scott
Colleague at First Kentucky TrustLouisville, Kentucky, United States
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Sakya Schuler
Colleague at First Kentucky TrustLouisville Metropolitan Area, United States
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Alex Croft
Colleague at First Kentucky TrustLouisville Metropolitan Area, United States
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Wallace Dunbar
Colleague at First Kentucky TrustLouisville, Kentucky, United States
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Paul Fleming, Cfa, Caia education
B.S., Financial Management
Education record
Frequently asked questions about Paul Fleming, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Paul Fleming, Cfa, Caia work for?
Paul Fleming, Cfa, Caia works for First Kentucky Trust.
What is Paul Fleming, Cfa, Caia's role at First Kentucky Trust?
Paul Fleming, Cfa, Caia is listed as Director at First Kentucky Trust.
What is Paul Fleming, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @53.com for Paul Fleming, Cfa, Caia at First Kentucky Trust.
What is Paul Fleming, Cfa, Caia's phone number?
AeroLeads has found 2 phone signal(s) with area code 812, 309 for Paul Fleming, Cfa, Caia at First Kentucky Trust.
Where is Paul Fleming, Cfa, Caia based?
Paul Fleming, Cfa, Caia is based in Carmel, Indiana, United States while working with First Kentucky Trust.
What companies has Paul Fleming, Cfa, Caia worked for?
Paul Fleming, Cfa, Caia has worked for First Kentucky Trust, Horizon Bank, Fifth Third Private Bank, Mirador Family Wealth Advisors (Division Of Fifth Third Private Bank), and Fifth Third Institutional Services.
Who are Paul Fleming, Cfa, Caia's colleagues at First Kentucky Trust?
Paul Fleming, Cfa, Caia's colleagues at First Kentucky Trust include Meredith Mccann, Debra Duncan, Curtiss Scott, Sakya Schuler, and Alex Croft.
How can I contact Paul Fleming, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Paul Fleming, Cfa, Caia at First Kentucky Trust, including work email, phone, and LinkedIn data when available.
What schools did Paul Fleming, Cfa, Caia attend?
Paul Fleming, Cfa, Caia holds B.S., Financial Management from The Ohio State University.
What skills is Paul Fleming, Cfa, Caia known for?
Paul Fleming, Cfa, Caia is listed with skills including Portfolio Management, Investments, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Investment Management, and Hedge Funds.
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