Randy Rae Email & Phone Number

Mountain View, Ca

Provide comprehensive financial planning and investment management services to wealthy families and individuals for leading wealth management firm with $10+ billion in assets under management.Serve as team member for 30+ high net worth client relationships.Advise clients on ongoing basis on financial planning areas including investments, retirement planning, estate planning, risk management, tax planning, and philanthropy.Write articles on various investment-related topics for firm blog.

Mountain View, Ca

Senior member of centralized investment team at $10 billion RIA firm.Member of Capital Market Expectations Task Force.Participated in fund manager due diligence and asset allocation decisions.

Responsible for investment research at Registered Investment Advisory firm. Responsibilities include asset allocation and fund manager selection. Research and trade individual bonds. Enter equity and mutual fund trades. Write quarterly market update letters to clients as well as ad-hoc client communications. Lead bi-weekly Investment Policy Committee meetings. Inform and educate Advisors on current market conditions, new investment products and investment research topics. Manage portfolios for clients. Work directly with a small number of clients, including tax and financial planning.

Managed International (non-U.S.) equity index funds and Exchange Traded Funds (ETFs). Successfully launched two new global mutual funds. Used BARRA software as well as other 3rd party and in-house optimization tools. Met regularly with institutional clients to discuss portfolio management issues and review portfolio performance. Used futures and forward contracts to hedge currency risk and to manage liquidity. Managed project to design and implement new portfolio management system that resulted in 20% reduction in headcount. Wrote procedures for use in San Francisco, London and Tokyo offices.

Responsible for risk analysis of $5.0 billion MBS portfolio. Reported results to Senior Management and Board of Directors. Researched CMOs, Fixed-Rate and ARM Mortgage-Backed Securities. Used Bloomberg and other 3rd party programs to run scenario analysis to determine best investments based on prepayments and other risk characteristics. Led implementation of Asset-Liability Management system that was used to forecast portfolio profitability and risk under multiple interest rate scenarios.

Analyzed financial and business risks to establish credit limits for more than 30 banks and savings and loans. Analyzed financial data and interviewed management to determine credit rating for each institution. Produced written analyses and made oral presentations of recommendations to credit committee. Made presentations to financial institutions promoting FHLB lending facilities.

Mba, Finance

Activities and Societies: Vice President of Graduate Management Business Association

Ba, Economics

Activities and Societies: Rugby club

Education record