Scott O'Leary Email and Phone Number

Portfolio Engineer for Emerging Market Sovereign strategy (top-quartile fund), fixed income generalist. Heavily involved in macro research, trade ideation and client meetings.

Primary global energy sector analyst, various country coverage, consulted with investment policy committee to shape our portfolio exposure. Hosted institutional and client events.

Worked directly with investment policy committee—buy-side, responsible for monitoring existing holdings and maintaining a bench of names across various coverages including the technology, communication services and the consumer discretionary sector; hosted private client and institutional meetings; generated proprietary industry and sector research; co-hosted internal host training program; POC for editing deliverables for large institutional relationships.

Managed a team of 13; accountable for the strategy and execution of hundredes of the firm's client programs offered to ~40,000 clients a year; including seminars, investment education workshops, and webinars; worked closely with the highest levels of senior management; responsible for innovating, executing, and testing new events, along with building and monitoring success metrics; and hosting and presenting at investment and capital markets events across the U.S.

Managed a group of 12 Investment Counselors, responsible for servicing ~1.5 billion in client assets; produced top quartile client retention, on-boarding, referral and addition revenue metrics relative to peer teams; hired and trained new employees.

Acted as liaison between portfolio managers and ~150 high-net-worth client relationships with aggregate assets of ~$135 million; selected for specialized group that worked with the firm’s most demanding and sensitive clients.

Assisted in drafting and editing outbound client and prospect communication for accuracy and compliance.