Randy Bull, Cfa, Cfp®, Caia, Cima® Email and Phone Number
Randy Bull, Cfa, Cfp®, Caia, Cima® work email
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Randy Bull, Cfa, Cfp®, Caia, Cima® personal email
Accomplished and results-driven investment professional with demonstrated experience in delivering comprehensive financial solutions for ultra-high net worth and institutional clients. Extensive proficiency leading investment strategy, product development, asset allocation analysis, manager search and selection, portfolio construction, tactical asset allocation, new business development and capital market analysis communication to clients and advisors.
Fifth Third Private Bank
View- Website:
- 53.com/private-bank
- Employees:
- 321
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Sr. Portfolio Mgr. And Sr. Pvt. Market Investment Strategist And Short Duration Income PmFifth Third Private BankChicago, Il, Us
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Sr. Portfolio Mgr. /Sr. Pvt. Market Investment Strategist / Short Duration Income PmFifth Third Private Bank Jan 2019 - PresentSenior Investment Professional within the Fifth Third Private Bank. In this role I work with UHNW and Institutional clients within the Private Bank nationally, delivering an integrated experience which includes the creation of investment policy statements, portfolio construction, manager research and tactical asset allocation. I serve on the Private Markets Investments Committee developing customized non-marketable alternative asset portfolios within Private Equity, Credit and Real Assets for all Fifth Third Private Bank and Institutional clients. Developed and lead the short duration fixed income strategy managing near term liquidity needs for both UHNW and Institutional clients.
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Senior Vice PresidentFifth Third Private Bank Jun 2022 - Present
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Senior Investment ManagerMirador Family Wealth Advisors Aug 2013 - Dec 2018Grand Rapids, Mi, UsSr. Investment Manager of the Mirador Investment Group (MIG) responsible for delivering investment solutions to family office clients. In that role I work closely with the Mirador Client Service Team to deliver an integrated client experience which includes the creation of investment policy statements, portfolio construction, tactical asset allocation and performance oversight. I am also responsible for the communication of various investment approaches to Mirador clients and business partners. In addition, I serve on the Private Markets Investments Committee developing customized non-marketable alternative asset portfolios within Private Equity, Credit and Real Assets for both Mirador and Fifth Third Private Bank clients. -
Senior Vice PresidentNorthern Trust Corporation Sep 1999 - Jul 2013Chicago, Illinois, UsSenior Vice President in the Global Family Office practice focused on ultra-high net worth families and foundations. Worked directly with clients and advisors acting as their Chief Investment Officer. Responsibilities involved the development of investment policies, asset allocation recommendations, investment manager search, selection and oversight, portfolio construction, and ongoing monitoring in conjunction with estate and tax planning. Activities also incorporated income tax minimization strategies, cash flow planning, development of family meeting agendas and materials, philanthropic advisory and family financial education. -
Investment ConsultantRichards & Tierney Apr 1996 - Sep 1999Provided investment consulting services to corporate and institutional pension plans, high net worth individuals and foundations.
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Investment Performance ConsultantHarris Bank Jan 1992 - Jan 1996Chicago, Illinois, UsPerformed macro attribution analysis for plan sponsor investment portfolios.Consulted and advised clients regarding investment policy and benchmark allocations.Developed and maintained real estate investment trust benchmarks.Provided small capitalization equity analysis for investment funds worth $7B.
Randy Bull, Cfa, Cfp®, Caia, Cima® Skills
Randy Bull, Cfa, Cfp®, Caia, Cima® Education Details
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Depaul UniversityFinance -
Miami UniversityBusiness Administration; Finance 1992
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MiamiBachelor Of Science - Bs
Frequently Asked Questions about Randy Bull, Cfa, Cfp®, Caia, Cima®
What company does Randy Bull, Cfa, Cfp®, Caia, Cima® work for?
Randy Bull, Cfa, Cfp®, Caia, Cima® works for Fifth Third Private Bank
What is Randy Bull, Cfa, Cfp®, Caia, Cima®'s role at the current company?
Randy Bull, Cfa, Cfp®, Caia, Cima®'s current role is Sr. Portfolio Mgr. and Sr. Pvt. Market Investment Strategist and Short Duration Income PM.
What is Randy Bull, Cfa, Cfp®, Caia, Cima®'s email address?
Randy Bull, Cfa, Cfp®, Caia, Cima®'s email address is rv****@****trs.com
What schools did Randy Bull, Cfa, Cfp®, Caia, Cima® attend?
Randy Bull, Cfa, Cfp®, Caia, Cima® attended Depaul University, Miami University, Miami.
What are some of Randy Bull, Cfa, Cfp®, Caia, Cima®'s interests?
Randy Bull, Cfa, Cfp®, Caia, Cima® has interest in Health.
What skills is Randy Bull, Cfa, Cfp®, Caia, Cima® known for?
Randy Bull, Cfa, Cfp®, Caia, Cima® has skills like Portfolio Management, Investment Strategies, Asset Allocation, Wealth Management Services, Investment Management, Capital Markets, Asset Management, Financial Markets, Fixed Income, Equities, Strategic Financial Planning, Financial Modeling.
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