Paul Fleming, Cfa, Caia

Paul Fleming, Cfa, Caia Email and Phone Number

Louisville, KY, US
Paul Fleming, Cfa, Caia's Location
Carmel, Indiana, United States, United States
Paul Fleming, Cfa, Caia's Contact Details

Paul Fleming, Cfa, Caia work email

Paul Fleming, Cfa, Caia personal email

Paul Fleming, Cfa, Caia phone numbers

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.

Paul Fleming, Cfa, Caia's Current Company Details
First Kentucky Trust

First Kentucky Trust

View
Director
Louisville, KY, US
Website:
firstkytrust.com
Employees:
24
Paul Fleming, Cfa, Caia Work Experience Details
  • First Kentucky Trust
    Director
    First Kentucky Trust
    Louisville, Ky, Us
  • Horizon Bank
    Director Of Investments
    Horizon Bank Aug 2022 - Present
    Michigan City, In, Us
  • Fifth Third Private Bank
    Senior Portfolio Manager
    Fifth Third Private Bank Jan 2016 - Jul 2022
    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
  • Mirador Family Wealth Advisors (Division Of Fifth Third Private Bank)
    Director Of Research And Investment Solutions
    Mirador Family Wealth Advisors (Division Of Fifth Third Private Bank) Jun 2009 - Dec 2015
    Cincinnati, Ohio, Us
    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.
  • Fifth Third Institutional Services
    Senior Portfolio Manager
    Fifth Third Institutional Services Feb 2006 - Jun 2009
    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.
  • Ubs Warburg
    Director Equity Trading
    Ubs Warburg Jul 1999 - Jan 2003
    Zurich, Ch
    Institutional trader, responsible for market making, block trading and M&A arbitrage
  • J.C. Bradford
    Senior Trader
    J.C. Bradford Jul 1999 - Jul 2000
    NASDAQ Market Maker in IT and internet companies
  • Olde Financial (Hr Block)
    Senior Nasdaq Trader
    Olde Financial (Hr Block) Oct 1995 - Apr 1999
    Managed the brokerages proprietary order flow in NASDAQ stocks
  • Paine Webber
    Financial Advisor
    Paine Webber 1995 - 1995
    Us

Paul Fleming, Cfa, Caia Skills

Portfolio Management Investments Asset Allocation Alternative Investments Investment Strategies Equities Investment Management Hedge Funds Wealth Management Mutual Funds Asset Management Capital Markets Fixed Income Trading Finance Hedging Options Derivatives Equity Research Equity Trading Securities Risk Management Bloomberg Investment Advisory Bonds Series 63 Series 7 Wealth Asset Managment Cash Management Strategic Financial Planning High Net Worth Individuals Etfs Retirement Planning Concentrated Stock Management Wealth Management Services

Paul Fleming, Cfa, Caia Education Details

  • The Ohio State University
    The Ohio State University
    Financial Management
  • The University Of Akron
    The University Of Akron

Frequently Asked Questions about Paul Fleming, Cfa, Caia

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 the current company?

Paul Fleming, Cfa, Caia's current role is Director.

What is Paul Fleming, Cfa, Caia's email address?

Paul Fleming, Cfa, Caia's email address is pa****@****hoo.com

What is Paul Fleming, Cfa, Caia's direct phone number?

Paul Fleming, Cfa, Caia's direct phone number is 181237*****

What schools did Paul Fleming, Cfa, Caia attend?

Paul Fleming, Cfa, Caia attended The Ohio State University, The University Of Akron.

What skills is Paul Fleming, Cfa, Caia known for?

Paul Fleming, Cfa, Caia has skills like Portfolio Management, Investments, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Investment Management, Hedge Funds, Wealth Management, Mutual Funds, Asset Management, Capital Markets.

Who are Paul Fleming, Cfa, Caia's colleagues?

Paul Fleming, Cfa, Caia's colleagues are Meredith Mccann, Sakya Schuler, Curtiss Scott, Alex Croft, Debra Duncan, Wallace Dunbar.

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