Russ Floyd, Cfa Email & Phone Number

Reston, Virginia, United States

Manage High-Net-Worth (HNW) client relationships and portfolios, incorporating sound, long-term focused investment principles Provide investment advice to HNW clients covering investment policy and portfolio management guidance Empower individuals and families to solve and reach their investment and financial goals Conduct annual and quarterly investment portfolio reviews with clients Promote investment plans and strategies to prospective clients, while building new relationships Cultivate an enriching client experience, seeking to understand their unique challenges and needs Act as an experienced, valued resource for team members

Reston, Va

Key member of management team aiding in investment policy decisions, company guidance and personnel choicesLead Client Relationship Management team, including mentoring and providing updates to partners during weekly meetingsResponsible for the portfolio management of $200 million+ in client assetsProvided strategic investment advice to High-Net-Worth (HNW) clients covering investment policy as well as portfolio management guidanceConducted annual and quarterly investment portfolio reviews for select HNW clientsActed as an experienced, valued resource for team members

Montrose, Co

Member of Investment Committee dedicated to fundamental manager research and investment evaluationInitiated marketing strategies designed to build HCCM awareness and cultivate advisor growthConducted quarterly client meetings to review asset allocations and investment strategiesProvided market guidance and direction during difficult investment environment

Reston, Va

Promoted to Partner in 2003 after successfully leading portfolio management teamMember of the Investment Committee and Investment Policy TeamCultivated and maintained strong client relationships in order to meet client objectives and goals Responsible for the portfolio management of $80 million in client assetsSupported the Director of Business Development in successful expansion of new territory in FL and addition of new client relationshipsProvided oversight and supervision to trading and operations teamAnalyzed and researched equity securities, as part of the investment decision making process, leading to buy / sell decisions by utilizing spreadsheets of proprietary data from firm analysts

Mclean, Va

Responsible for day-to-day management of a $50 million jumbo certificate of deposit (CD) placement program, including placement of funds and meeting client needsAssisted portfolio manager in the management of client portfolios utilizing fixed-income securities, including treasuries, corporate bonds, mortgage backs and short-term instruments Developed and maintained strong investment relationships with clients, comprised of high net-worth individuals, associations and non-profit organizations