Rick Beebe Email & Phone Number

Naples, Florida, United States

Investment consulting and multi-family office firm that provides financial solutions to individuals, family foundations and charitable endowments. Key Accomplishments:• Created and implemented the due diligence process for selecting separately managed account managers and mutual fund managers. • Performed quantitative and qualitative investment research across multiple asset classes, sectors and industries, and recommended strategies to the high net worth clients. • Execute performance attribution analysis.• Manage sperate account manager relationships.

Provide strategic advice and services to enhance business development, client relationships, trading and operations.

Analyzed and executed multi-billion dollar equity strategy and fixed income portfolio requiring sound judgment and unparalleled attention to detail. Proactively provided the portfolio management team with time sensitive market commentary pertaining to account activity, trading environment and overall sentiment. Supervised and continually educated the trading and operations staff.Key Accomplishments:• Successfully performed investment research across multiple asset classes and advised the portfolio management team with respect to account holdings.• Primary contact to company executives with respect to investment research, market analysis, industry trend analysis, and market moving data.• Formulated and disseminated to the portfolio management team a research report called “The Morning Note” that encompassed company news, analyst recommendations, economic data and portfolio investment activity.• Solidified and deepened relationships with external consulting firms that ensured an open forum for communication between Private Capital Management, Inc. and its clients.• Appointed as the primary relationship liaison to high net worth clients and institutional consulting groups, providing advice pertaining to complex portfolio objectives, asset management, performance measurement and risk tolerance.• Excelled at executive driven projects, including but not limited to: convertible arbitrage, breakeven analysis, short-term bond optimization, project evaluation (NPV,IRR), industry trade analysis and earnings trend analysis requiring advanced financial modeling and analytical skills.

Spearheaded and directed all aspects of the Trading and Operations departments, including but not limited to: investment research and analysis, portfolio accounting, performance measurement, institutional trading, asset allocation, account reconciliation, departmental budgeting and cost analysis. Served as the primary investment, trading and operations contact to institutional clients and consultant groups. Trained and supervised a departmental staff of 5. Key Accomplishments:• Provided investment research and analysis with an emphasis on asset allocation, industry weight and time frame as compared to the portfolio composite benchmark.• Served on the investment board during quarterly client meetings to provide insight into trading, operations and custodian relationships.• Established and fostered relationships with institutional clients and consultants that resulted in account retention and asset growth.• Collaborated with IT and company executives in the successful implementation of a cash management system used to streamline the asset allocation process.• Proactively implemented a multitude of operational initiatives that seamlessly integrated the trading and operations functions between offices in Orlando, Austin and San Francisco.• Instituted a weekly meeting with company executives, IT and Client Services to discuss open projects, investment ideas and overall firm-wide concerns.

Mba, Finance

Bsba, Finance

Activities and Societies: Dean's List Alumni Association