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.
• 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.

• 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.
• 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.

Mba, Finance

Bsba, Finance

Activities and Societies: Dean's List Alumni Association