Scott Richter Email & Phone Number

Holland, Ohio, United States

Cleveland/Akron, Ohio Area

• Managed investment portfolios and special projects through multiple market cycles focusing on investment strategy, asset allocation, risk assessment, and stakeholder relationships.
• Led effort building alternatives allocation of P&C portfolio from 1% to over 12% achieving higher expected returns with lower asset volatility.
• Improved risk return metrics and diversification re-allocating asset holdings from publicly traded BDCs and mezzanine funds to include private equity, private credit, infrastructure, energy, real assets, and venture.
• Refined manager selection, due diligence, and fund research by creating a repeatable framework and consistently implementing data gathering and on-site visit processes.
• Implemented Efront software platform to automate accounting, performance management, and timely reporting of alternatives. Embedded diligence process markers into software ensuring compliance and process measurement.
• Created “GP report card” utilizing KPIs built around quality, risk, relationship value, and performance. Leveraged analytical skills to formulate a statistical process to determine fund outliers that needed attention.

Cleveland/Akron, Ohio Area

• Co-manager for $1.4B large cap value strategy. Sector specialist in healthcare, energy, utilities, and consumer.
• Constructed equity portfolios using normalized earnings models and BARRA risk models maintaining exacting tolerance on expected returns and tracking error.
• Developed stock selections using fundamental value analysis (with a momentum overlay) that resulted in fund performance that beat the Russell 1000 Value benchmark in 2007, 2008, and 2009.
• Designed, coded, and automated Factset tools monitoring active portfolio as well as watch list with comparative data as markets and valuations changed.
• Provided client friendly review meetings communicating investment policy statement, portfolio actions, performance, and market conditions / context. Eliminated finance jargon and clearly communicated investment.
• Communicated the firm’s investment perspective approximately 30 times per year to the financial media (CNBC, Bloomberg, Bloomberg radio, Fox Business, Barron’s, and Reuters) resulting in increased brand awareness and.

• Wealth management subsidiary of BNY Mellon. Partner and Principal of independent firm Weber Fulton Felman which was purchased by Mellon in 2002.Implemented firm investment strategies and ran over $100M+ AUM of.
• Published internal research using fundamental analysis and technical analysis to drive tactical asset allocation choices benefitting wealth management client portfolios during 2001-02 bear market.
• Enhanced client risk return profiles using collar, covered call, and spread option strategies.
• Managed CFAI performance audit engagement using Deloitte. Created compliant composites and firm performance summary demonstrating accuracy and transparency to clients.
• Implemented firm’s interview and hiring process for new employment candidates increasing retention and eliminating unviable candidates.

Master Of Business Administration - Mba

Bsme, Mechanical Engineering

Activities and Societies: Phi Beta Kappa, Tau Beta Pi, Varsity Squash, Varsity Football, Alpha Delta Phi.

Bachelor Of Science - Bs, Mechanical Engineering