VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA).The Portfolio Manager is responsible for two primary functions: portfolio management and investment research. In serving our client families, the Portfolio Manager is responsible for the design, implementation and active management of separately-managed investment portfolios, following the strategic guidance provided by the Firm's Investment Policy Committee (IPC). Each Portfolio Manager serves as a member of the Firm's IPC and may be an active contributor to the investment-research process; in that capacity, the Portfolio Manager is responsible for fundamental research and analysis of equity and credit securities within specific sectors of the financial markets. Each client relationship is matched with a Portfolio Manager.

Responsible for supporting existing clients and cultivating new relationships with RIAs and Bank Trusts in the southern quarter of the United States. Accomplish goals by adding value through presentations on fund strategies, providing comparative analysis, responding to analyst inquiries, and being the key note speaker at client events. Work alongside senior management to generate new product ideas and firm wide messaging.

Liaison between fixed income and equity Portfolio Managers and 40 retail wholesalers. Host weekly firm-wide investment calls on RS Investment strategies, educational investment topics, market trends, or competitive analysis. Generate investment marketing pieces on RS Investment products and industry trends. Educate and field questions from top clients or prospects and their analysts on firm philosophy, process, performance, and fund attribution. Conduct competitor performance analysis to communicate with company employees and clients. Train internal and external wholesalers on RS Investment Products and market industry. Conduct asset allocation to determine most optimal model to meet client needs. Support RIA Investment Directors to garner and develop relationships with RIA Firms and to promote RS Investment Products.

• Responsible for increasing AUM, managing existing clients, and cultivating new relationships in New York and New Jersey; territories with a combined sales goal of $260 Million within the Wirehouse Channel• Acting liaison between financial advisors, high net worth clients, and 25 Mutual Funds run by RS Investments• Articulate fund strategies on a macroeconomic and micro-economic level and conduct case specific analyses and matrix reviews through conference calls and live meetings• Participate in competitions and voluntary training to enhance presentation skills and industry knowledge

• Independently created a wealth management practice that offered individuals holistic financial planning including investment solutions, estate planning guidance, insurance suitability tests, tax mitigation strategies, and more• Worked with high net worth individuals to identify their cash flow needs and develop cost efficient investment strategies tailored to fit their risk tolerance that would produce the returns necessary at reduced volatility• Responsible for business development; acquired 10 new clients and $1MM AUM within six months of production• Developed an in-depth understanding of the capital markets and derivative trading; formed an alternative investment strategy using calls and puts to enhance clients underlying positions in volatile markets• Analyzed proprietary and secondary research, finding investment opportunities based on company valuations and earnings potential

•Participated in the Auburn Bancorp IPO in which they became a 45% MHC -Worked on documentation and dealt directly with customers seeking to purchase stock, executing sales and articulating the structure of the new bank •Performed financial modeling and valuation work including: discounted cash flow and dividend analysis, comparable company, pro forma merger analysis, and capitalization analysis •Prepared detailed client presentations regarding strategic advisory and corporate finance alternatives •Analyzed industry trends in M&A and capital considerations across different FIG sub-sectors