Richard Gluck Email & Phone Number

New York City Metropolitan Area

Greater New York City Area

We Are One Seven, LLC is a registered investment advisor. Please visit our website for important disclosures (http://weareoneseven.com/disclosure).

New York City Metropolitan Area

I set investment policy, research and pick managers and work with our clients, allocating assets according to their goals and needs.

Greater New York City Area

Provided discretionary investment management and financial advice to families and individuals. Advised managing principal on fixed income management.

New York, Ny

Set long term strategic and short term tactical asset allocation strategy as one of five voting members of the Global Investment Strategy Committee. Traveled extensively to present strategies to clients as a partner of the bank’s relationship managers. Devised fixed income and currency strategies for use by clients. • Contributed to the strategy team’s beating its policy portfolio by 142 basis points versus a target of 60 basis points by designing and advocating tactical fixed income and currency strategies. • Provided ideas for clients by running a model portfolio of emerging and developed markets corporate bonds, rates and currency strategies that beat its benchmark by 187 basis points annualized, exceeding the 50 basis point target. • Originated a monthly publication with strategies for and analyses of bond markets, currencies, macro-economic themes and individual companies. Contributed articles to the strategy team’s biweekly publication. • Evaluated external fixed income fund managers to determine the appropriate course of action relative to the private bank’s holdings of external funds.

New York, Ny

Ran global fixed income funds and fixed income allocations of balanced funds using a combination of discretionary and quantitative investment processes. Invested in emerging and developed markets: rates, currencies, sovereign debt and credit. Maintained relationships with Trilogy’s fixed income clients through regular meetings and reports. Supervised quantitative analysts.• Produced 1st quartile performance on 3 and 5 year horizons for global fixed income funds. Excess return over five years was 276 basis points per annum. Exceeded index by 190 basis points per annum with a 0.56 information ratio over entire Trilogy tenure. Beat index in 7 of 8 years.• Ran the #2 and #5 funds among all funds in Canada in 2008, one of the worst years ever for financial assets.• Co-developed and implemented quantitative FX trading models based upon fundamental and market factors.• Collaborated with head of quantitative strategies developing macro factor overlays for equity investment.

Boca Raton, Fl

Managed derivatives based world income funds, global high yield fund and US Baa corporate bond fund. Invested in developed rates markets using futures contracts and currency forwards. Invested directly in emerging local markets, emerging sovereign and corporate bonds, US Baa bonds and high yield bonds. Supervised two traders, corporate bond portfolio manager/ credit analyst and two quantitative analysts. Marketed funds to financial consultants via group and individual presentations. Represented firm in both print and broadcast media.• Restructured BBB US corporate bond fund into 1st quartile performer from fourth quartile laggard. Outperformed Lipper BBB bond fund category by 170 basis points annualized.• Outperformed JPM global bond index by 80 basis points per year with an information ratio of 0.2. Exceeded index in 3 of 4 years. • Exceeded global high yield fund’s performance composite by 540 basis points per year.• Designed screens for spreads, directional performance, economic indicators and commodity price trends. • Developed and implemented real-time tracking systems for futures and forward based portfolios and for currency hedged portfolios.

Greater New York City Area

Ran institutional global fixed income funds and retail mutual fund. Marketed funds to clients via one on one meetings, road shows and through pension consultants.• Produced first decile 1, 3 and 5 year performance against competing institutional global fixed income funds while outperforming benchmark. Average annual outperformance of 110 basis points with information ratio of 0.5. Beat index in 4 of 5 years. • Ran #1 short world income fund over 1 year, as ranked by Lipper.

Sm, Finance

Ba, Economics

Activities and Societies: Teaching Assistant for Macroeconomics, Omicron Delta Epsilon (Honors in Economics)Magna Cum Laude