Sam Pittman

Sam Pittman Email and Phone Number

Head of Asset Allocation and Investment Solutions at Russell Investments @ Russell Investments
seattle, washington, united states
Sam Pittman's Location
Issaquah, Washington, United States, United States
Sam Pittman's Contact Details
About Sam Pittman

I lead Russell Investments' strategic asset allocation team. Our team's goal is to create and manage investment strategies that help people achieve their goals, working through financial advisors and defined contribution plans. Our team produces annually updated strategic model portfolios, glidepaths and dynamic investment strategies that flow into live portfolios and also research on a wide range of asset allocation topics. My research includes multi-period dynamic asset allocation, retirement sustainability, personal funded ratios, income replacement and tax-managed solutions. I regularly author articles and present at industry conferences and client events. Some of my recent work has been published in the Journal of Financial Planning, The Journal of Retirement, The Retirement Management Journal and the Journal of Wealth Management. In 2013 I coauthored the article “Optimizing retirement income: an adaptive approach based on assets and liabilities” which was voted one the top 10 praiseworthy, must-read articles for 2013 by The Retirement Income Journal.Prior to joining Russell Investments I cofounded a web-based financial advice company, developed tax-managed and emerging market equity strategies at Parametric Portfolio Associates, lead research and development projects at Weyerhaeuser to optimize the flow of timber investments through product conversion facilities and served 4 years in the Marine Corps. I hold a PhD from the University of Washington in Operations Research, an MS in Applied Mathematics, an MS in Biometrics and a BS in Mathematics.Technical Expertise• Programming: C#, Matlab, VBA, and Python • Optimization modeling: CPLEX, Gurobi, XA, Axioma and Matlab• Monte Carlo simulation• Portfolio optimization• Regression • Other quantitative modeling

Sam Pittman's Current Company Details
Russell Investments

Russell Investments

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Head of Asset Allocation and Investment Solutions at Russell Investments
seattle, washington, united states
Employees:
1674
Sam Pittman Work Experience Details
  • Russell Investments
    Managing Director, Head Of Asset Allocation And Investment Solutions
    Russell Investments Mar 2019 - Present
    Greater Seattle Area
  • Russell Investments
    Head Of Retail Solutions, Global Client Strategy And Research
    Russell Investments May 2016 - Present
    United States
    Responsible for strategic asset allocation in retail products, globally.
  • Russell Investments
    Head Of Asset Allocation, Private Client Services
    Russell Investments Sep 2014 - Present
    Greater Seattle Area
    Design strategic asset allocations for the Private Client Solutions business• Construct and benchmark strategic asset allocations • Advise portfolio managers and business leaders on strategic asset allocation policies• Design benchmarking and risk management approaches for multi-asset strategies• Construct multi-period asset liability models• Retirement asset allocation• Design tax-managed multi-asset allocations• Target date fund glide path designPromote thought leadership on Asset Allocation, Retirement Investing, Planning, and Tax-managed Investing• Publish 4- 6 client ready articles per year (see recent publications)• Speak at conferences, client events and to the sales forceConsultant to equity team on multi-manager equity tax managed strategies
  • Russell Investments
    Senior Research Analyst (Multi-Asset Solutions)
    Russell Investments Sep 2010 - Sep 2014
    Architect of Russell’s retirement investing and planning approach • (Patent Awarded: 14/074,393 and 61/724,809)• Recipient of the 2012 best business partner award for design and development of Russell’s Retirement Lifestyle Solution and Planner• Make technical sales presentations to key client decision makers• Co-developer of Adaptive Investing algorithms • Wrote simulation and investment engine of web-based planning tool (C#)Promote thought leadership on Asset Allocation, Retirement Investing, Planning, and Tax-managed Investing• Publish 4- 6 client ready articles per year (see recent publications)• Speak at conferences, client events and to the sales forceStrategy design for multi-manager equity tax managed strategies• Advise equity team on the tax-managed investing strategies• Wrote tax lot portfolio optimization algorithms to infer active/ passive decisions and tracking error policies• Use Axioma risk models and optimizer to investigate multi-period tax-managed outcomes
  • Portfolio Research, Llc
    Founder And Investment Strategist
    Portfolio Research, Llc Apr 2009 - Sep 2010
    Authored the dynamic risk-controlled asset allocation strategies and other models used by clients.
  • Parametric
    Quantitative Research Manager
    Parametric Feb 2008 - Mar 2009
    Investment experience: tax loss harvesting, structured portfolio approaches, emerging markets, and indexing.Technical expertise: portfolio optimization algorithms, stochastic processes, simulation, hedging strategies, multi-factor risk models, simulation and volatility pumping.Writing expeience: published client white papers and journal articles.
  • Weyerhaeuser
    Operations Research Analyst
    Weyerhaeuser Oct 2003 - Feb 2008
    Internal consultantValued new product development opportunities.Created the business valuation software used in R&D.Developed various planning and scheduling models--economic, forest, sales, raw material, transportation, and waste minimization.Expert in mathematical programming and simulation.

Sam Pittman Skills

Portfolio Management Equities Vba Financial Modeling Statistics Mathematical Modeling Quantitative Analytics Matlab C++ Public Speaking C# Programming Relational Databases Asp Visual Basic Asset Managment

Sam Pittman Education Details

Frequently Asked Questions about Sam Pittman

What company does Sam Pittman work for?

Sam Pittman works for Russell Investments

What is Sam Pittman's role at the current company?

Sam Pittman's current role is Head of Asset Allocation and Investment Solutions at Russell Investments.

What is Sam Pittman's email address?

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What is Sam Pittman's direct phone number?

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What schools did Sam Pittman attend?

Sam Pittman attended University Of Washington, University Of Washington, University Of Washington.

What skills is Sam Pittman known for?

Sam Pittman has skills like Portfolio Management, Equities, Vba, Financial Modeling, Statistics, Mathematical Modeling, Quantitative Analytics, Matlab, C++, Public Speaking, C#, Programming.

Who are Sam Pittman's colleagues?

Sam Pittman's colleagues are Makayla Garcia, Ian Mullen, Halim Tan, Jere Whiteley, Vicki Pierron, Steve Cauble, Elaine Li.

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