Rob Hounshell Email & Phone Number

Raleigh, Nc, Us

Raleigh-Durham, North Carolina Area

Portfolio Management and Asset Allocation: • Manage diverse investment portfolios ($400M+ in client assets) for 55+ high net worth individuals, consistently achieving clients’ investment objectives. • Construct customized investment portfolios, selecting securities and strategically allocating assets in line with clients’ long-term goals, unique preferences, expectations, and risk tolerance. • Identify and mitigate risks and fine tune portfolios, ensuring clients do not incur unnecessary internal portfolio costs and minimizing realized capital gains.• Manage charitable foundation and donor advised fund portfolios, creating customized investment portfolios in line with their unique priorities and risk tolerance. • Analyze overall risk and tax exposure for inherited portfolios, transitioning portfolios to new well-balanced assets that meet the personalized needs of clients. Client Relationship Management and Communication:• Shape key messages and lead direct client communication with bank’s clients, enhancing customer satisfaction and retaining existing clients during time of high wealth management advisor turnover. • Engage with clients regularly, especially during market downturns, reassuring them and providing advice, keeping them on track to meet long-term goals. • Create reports and presentations, providing clients with detailed overview of holdings and portfolio structure. Business Development and Collaboration:• Acquired $3M in additional investments from long-standing client, and secured additional $2M from client referral. • Convince new prospects to come to Fifth Third by developing trust, establishing rapport, and discussing investment management philosophy and strategy.• Collaborate with team of subject matter experts, presenting compelling comprehensive financial plans for clients.

Raleigh, North Carolina, United States

Relationship Building and Portfolio Management:• Managed $200M+ in assets for 70 high net worth individuals, including portfolio construction, security selection, and trading. • Transitioned inherited clients to new portfolio management philosophy, improving client relationships and ensuring client retention. • Connected with and coached clients reacting to negative market press coverage, absorbing and deflecting emotions that could lead to poor decision making.

Raleigh, North Carolina, United States

Entrepreneurship and Problem Solving: • Executed all futures trading based on 300 different algorithms in 40+ markets, ensuring algorithms were working correctly, that signals went directly to brokers, and trades were correctly executed.• Facilitated development of new, shorter-term trading algorithms, diversifying overall company strategy. • Verified overnight trades each morning and solved issues if trades did not execute correctly in global markets.Business Development and Strategic Planning:• Convinced potential clients to invest in managed futures strategy by explaining company trading algorithms and trading philosophy, helping grow business by 50%.• Strategized with partners on overall firm direction, management, and decision making, developing pitches for clients, public relations materials, and firm goals.

Raleigh, North Carolina, United States

Cincinnati, Ohio, United States

Cincinnati, Ohio, United States

Bachelor Of Science - Bs, Business

Master Of Business Administration - Mba, Finance