John Ruth, Cfa Email & Phone Number

Hanover, Nh

CTBH Partners, a municipal advisor registered with the SEC and MSRB, provides strategic corporate financial consulting services specializing in guiding companies with eligible capital expenditures through the tax-exempt debt issuance process. CTBH Partners has served as the financial advisor on over $570 million in corporate tax-exempt bond transactions in six states. CTBH Partners has been consistently ranked as a top 10 financial advisor to the Environmental Sector by The Bond Buyer since 2017.

Hanover, Nh

Corporate development and merchant banking group within the principal executive office of a global property & casualty (re)insurance company with $5 billion in capital. Reporting to the President of the internal investment management group, I led numerous special projects relating to investments, mergers & acquisitions, capital management, new business development, operations and other corporate and business unit projects.

Hamilton, Bermuda

Promoted to fixed income portfolio manager during company transformation from a global relative value hedge fund to Flagstone Re (a global reinsurance company). I directly managed $300 million in U.S. investment grade, long-only fixed income assets; responsible for sector allocation, trade analysis and execution, post-trade portfolio monitoring, security and portfolio attribution analysis. Investments included US Treasuries, agencies, corporate bonds, asset-backed securities (ABS), and mortgage-backed securities (MBS). In addition, I oversaw $650 million in externally managed investments.

Hamilton, Bermuda

Global fixed income manager with $1 billion AUM; primarily a fixed income relative value hedge fund sponsored by Berkshire Hathaway. I originated, executed, and monitored trading strategies using interest rate derivatives (e.g., swaps, swaptions, futures, and options) and sovereign debt of OECD countries primarily in Japan, Australia, and New Zealand. At the end of 2005, I facilitated the closure of the hedge fund by unwinding the U.S. derivative portfolio.

Hamilton, Bermuda

Enabled sale of $1 billion structured investment vehicle (SIV) by hedging global FX and interest rate risks during sale to WestLB.

Hamilton, Bermuda

Expanded research capabilities of the hedge fund's trading desk by creating a fully-automated global yield curve analysis model

Minneapolis, Mn

Investment Department of American Express supporting two portfolio managers with $7 billion in actively managed fixed income assets; primarily mortgage-backed securities, U.S. treasury bonds and futures.

Minneapolis, Mn

Promoted to a sales and marketing group that provided guidance to brokers on structuring tax-efficient client portfolios utilizing various financial products (e.g., mutual funds, annuities, separately managed accounts, etc.). Promoted within the group to Senior Consultant after one year.

Mba, Finance

Ba, Business Management

minors in Accounting and Psychology