Stuart Robertson Email & Phone Number

Portland, Oregon Metropolitan Area

Portland, Oregon Area

Served as investment portfolio manager for high-net-worth individuals and organizations - in addition as co-portfolio manager for growth and value equity strategies. Actively participated in new business development efforts with local sales team. Served on Trust Investment Committee which is responsible for portfolio strategy, asset allocation decisions, unique asset management and third-party-manager selection process. Ensured accounts are aligned with regulatory requirements by completing the Reg-9 account review process. Provided macro-economic research, consumer staples equity coverage and Federal Reserve policy insights.

Portland, Oregon Area

Fiduciary financial adviser for over 180 high-net-worth relationships. My primary focus was ensuring my client’s needs were met. Served as the primary point of contact for investment relationships and provided exceptional service to individual families. Oversaw portfolio implementation process, updated clients on portfolio strategy, gauged suitability of investment strategy and participated in business development efforts. During Tenure:• Retained 100% of client relationships for an entire calendar year and was awarded the Retention Excellence Award. • Consistently placed in the upper quartile with other advisers in existing client account additions, and client retention. • Served as an integral part of corporate training focusing on coaching and development of newly hired advisers.

Portland, Oregon Area

• Served as an integral part of portfolio management team providing customized investment solutions for high net-worth individuals in KeyBank's Private Client Group.• Provided portfolio assistance for a book of business of $350 million in assets under management. • Assisted directly with sales team to help identify opportunities, tailor proposals and prepare prospective materials for meetings. • Traded and rebalanced client accounts according to Investment Policy Statements.• Audited and completed Reg. 9 reporting for portfolio accounts.• Assisted Trust Tax Department to analyze and prepare fiduciary trust tax returns. • Completed classes in management training, consultative selling and business etiquette.