Scott Love Email & Phone Number

Bridgeville, Pa, Us

Wheeling, Wv

• Develops and recommends strategies to achieve investment goals of the organization and its clients. Creates frameworks for investment and risk scenarios. Forecasts market changes based on economic and industry analysis; monitors technical trading trends. Responsible for regular generation of publications focusing on the market that are used by both internal and external constituents. Works closely with other investment personnel to develop market insights and recommendations on the movements of the markets.• Lead portfolio manager for the WesMark Small Company Growth Fund • Present economic outlook, market recap and capital market forecast to clients, advisors and trust personal• Responsible for retaining, servicing and expanding a book of high net worth individuals and institutions • Provide economic outlook, market recap, capital market forecast analysis and sector, equity and fixed income recommendations for the Bank’s $1.8 billion investment portfolio and $850 million in proprietary mutual funds

• Provide economic outlook, market recap and capital market forecast analysis for two $75 billion assets under management organizations - Morgan Keegan and Regions Bank (parent organization) Trust and Private Bank • Partner with Chief Market Strategist to respond to trends and investment officer needs in the delivery of reporting and analytic tools• Member of the firm’s tactical investment model team focused on the development of asset allocation strategies and sector recommendations to implement macro forecasts• Research and publish various topical “white papers” for investment officers that are compliance approved for client consumption, detailing economic outlook and forecasts• Present economic outlook, market recap and capital market forecast to clients, advisors and trust personal

• Developed and taught curriculum for personal and corporate finance to junior and senior level undergraduate level students• Successfully presented complex financial theories to over 100 students on three separate Kent State campuses• Earned “excellent” instructor and course content ratings over tenure

• Solely responsible for the development, implementation and maintenance of mutual funds and ETF models including growth, stability and risk factors • Function as equity analyst and portfolio manager for a portfolio of 35+ stocks across all 10 major market sectors, including the drivers of each sector and the interaction of those with the market as a whole • Design, author and disseminate summaries combining company results and expectations with personal outlook and commentary, summaries detailing potential candidates for addition to or deletion from the portfolio including fundamental and technical analysis, returns summaries detailing top-line results as well as individual and sector/group attribution • Communicate performance, economic outlook, market conditions to firm personnel and existing clients

• Independently collected, evaluated and applied statistical and financial data with respect to the Energy and Materials sectors. Used this information to develop/publish research reports and company updates for trust officers• Prepared reports, opinions and statistical data for the use in formulation of investment recommendations for trust model portfolios and investment policies • Established and maintained statistical information used to implement Key Private Bank’s fixed income strategy • Conducted statistical analyses and completed studies of industry groups and individual securities• Forecasted and monitored fundamental trends over the financial landscape with particular emphasis on the impact to the individual client segment• Maintained and managed economic, market and equity models • Assisted strategy leadership and marketing with the creation and management of client-ready economic and market updates

• Solely responsible for the collection, evaluation and application of statistical and financial data with respect to the Consumer Staples and Healthcare sectors. Used this information to develop/publish research reports, company updates for retail brokers, trust officers and other investment professionals• Prepared reports, opinions and statistical data for the use in formulation of investment recommendations for trust model portfolios and investment policies

• Analyzed the creditworthiness of assigned Money Market Issuers and GIC Issuers• Reviewed Municipal Securities for Key Bank’s Tax Free Money Market and Bond Funds• Prepared annual reviews for assigned industry group• Communicated results to bank personnel and Portfolio Managers• Monitored market developments for changes to our approved list and general developments• Researched mergers, acquisitions and proxy actions of securities held in Trust accounts• Performed credit reviews for Key Bank’s Money Market Funds and Securities Lending• Conducted Corporate and Proxy Action Committee meetings• Performed monthly reviews of Letter of Credit backed issues in Taxable Funds• Communicated results of Committee meetings to bank personnel and Portfolio Managers• Conducted annual issuer review for securities held in Trust accounts

Mba, Banking And Finance

Education record