Walter Barrett Email and Phone Number
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SUMMARY OF QUALIFICATIONSA highly successful Fixed Income portfolio manager and analyst with extensive experience in all aspects of the High Yield and Investment Grade market, including portfolio strategy and management, fundamental credit analysis, distressed situations and bankruptcies. Demonstrated investment experience across multiple Fixed Income products resulting in superior risk adjusted portfolio returns.Specialties: Analysis, banking, bonds, capital markets, credit analysis, equities, credit default swaps, fixed income, hedge funds, CDO's, Total Return funds, insurance funds management, Asset/Liability Matching, investments, microsoft windows 7 Word and Excel, research, strategic portfolio positioning, valuation, portfolio management, distressed investing, bankruptcy valuation.
Bank Of America Merrill Lynch
View- Website:
- bofaml.com
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- 23988
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Retired From Merrill Lynch As Of 9/21Bank Of America Merrill Lynch Aug 2011 - PresentUnited StatesNow available for consulting and Board of Director opportunities -
DirectorMerrill Lynch Global Wealth Management Jul 2011 - Nov 2021Jersey City, New Jersey* Co-Portfolio Manager for internally managed fund of funds portfolios.* Evaluate and assess portfolio manager strategies, processes and investment performance for inclusion within fund of funds portfolios.* Create comprehensive evaluations and recommendations of investment managers and present to internal investment committees.* Fixed Income advisor to 16,000 Merrill Lynch Financial Advisors providing asset allocation, portfolio construction and fund recommendations in line with client goals and objectives.* Fixed Income representative on Global Wealth Management Investment Committee setting asset allocations across fixed income, preferred and convert strategies.
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Strategist/Portfolio Manager/Credit Analyst/InvestorIndependent Credit Analyst/Investor Jun 2009 - Jun 2011Provide independent bond credit research and advise to institutional investors and invest personal portfolio.
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Co-Head Of Fixed Income/Portfolio ManagerFirst Manhattan Company Jan 2009 - May 2009Reporting to CEO, primary role to review existing Fixed Income Department operation and provide recommendations for improved methods of performance of $300 million bond portfolio. Provided portfolio management and credit research on Investment Grade and High Yield bonds and portfolio structuring for firm's High Net Worth clients.Company Fixed Income Advisor to 20 internal equity portfolio managers that oversee $8 billion in assets. Role included providing views and perspective on the Fixed Income market, actionable credit recommendations, asset allocation and trading strategies. Accomplishments included:* Proposed bond department act as separate profit center * Introduced independent and street research into firm's credit process* Created weekly Bond Market Update educating equity portfolio managers on fixed income trends, spreads and performance returns
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Head Of High Yield Fixed Income/Portfolio ManagerRobeco Investment Management - Weiss, Peck & Greer Investments Jan 2000 - Jan 2008Managing Director High Yield Fixed Income 2005 - 2008Head of High Yield Fixed Income/Portfolio Manager- Top Quartile performance rank in Callan High Yield Fixed Income peer group over two year time horizon - Responsibilities included all portfolio management, trading and credit related decisions for $550 million in high yield assets- Managed a team of three professionals responsible for high yield investments comprising 200 individual companies within a high yield Total Return and CDO strategies- Successfully restructured high yield department in 2005 and repositioned portfolios to optimize performance for new investment strategies- Senior Member of Investment Policy Committee determining all Fixed Income Department asset class positioning within the capital marketsManaging Director High Yield Fixed Income 2000 - 2004Co-Portfolio Manager/Head of High Yield Credit GroupCo-founded and Co-managed High Yield Fixed Income Arbitrage Hedge Fund. Positive net returns 52 of 55 months fund operated.Established and managed High Yield Fixed Income Credit GroupPortfolio Manager and Analyst for approximately 60 unique credit positionsOversaw and managed positions across 4 investment strategies (Hedge Fund, High Yield Total Return, CDO and Enhanced Core) and benchmarks, and among 7 diverse credit sectors: (Gaming/Lodging/Leisure/Supermarkets/Retail/Consumer Products/Restaurants)Scope of responsibilities included portfolio management, credit analysis, relative value, bankruptcy valuations and investment recommendations across all aspects of the credit curve to discern appropriate risk profile for individual portfolios' strategy.Member of Investment Policy Committee - instrumental in determining strategy, credit quality weightings and curve positioning for all Investment Grade and High Yield Portfolios.
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Vice President/Senior Associate/AssociatePrudential Global Asset Management/Capital Management Group Jan 1995 - Jan 1999Responsible for credit analysis and Buy/Hold/Sell recommendations for High Yield Bond Insurance Funds in aggregate of $5 billion.Industry coverage included complete, below investment-grade coverage of Gaming; Supermarkets; Retail; Restaurants; Textiles; Lodging/Leisure and Consumer Products companiesSpecific responsibilities included credit quality analysis, valuations and bankruptcy analysis, relative value, covenant analysis and subsequent Buy/Hold/Sell recommendations. Additional responsibilities included preparing detailed credit reports for oral and written presentation, portfolio monitoring, new issue coverage, preparing relative value matrices and valuation analysis within capital structures based on risk adjusted spread criteria.Other responsibilities included attendance at road shows, daily interaction with portfolio managers, sell side analysts and salespersons to generate new portfolio opportunities and to monitor market technicals.Successfully restructured $300 million High Yield Supermarket acting as Co-Chair to Bondholder Restructuring Committee. In conjunction with other bondholders, evaluated the financial and operating condition of the company and assessed the priority claims of creditors to determine course of action toward maximum recovery. Resulted in over a 200% total return within an 18-month time horizon.
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Vice President Capital ManagementPrudential Global Asset Management Jan 1989 - Jan 1999
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Credit Investment AssociatePrudential Capital Management Group Jan 1993 - Jan 1995Primary responsibilities included in-depth, weekly oral and written High Yield credit presentations to Investment Group reviewing sector trends, relative value, credit fundamentals and market technicals.
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Assistant Portfolio Manager/Investment AssociatePrudential Capital Management Group Jan 1991 - Jan 1993Co-managed with Managing Director $150 million High Yield Portfolio. Recommended credit strategy and executed trades, monitored credit quality, yield, duration, weightings and managed cash position. Included acting as trader to work into and out of trading
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Trading Assistant/Operations ManagerPrudential Capital Management Group Jan 1989 - Jan 1991Held various positions of increasing responsibility related to High Yield trading and investment operations. Duties included portfolio pricing, performance reporting and default studies.
Walter Barrett Skills
Walter Barrett Education Details
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Finance And Investments -
Kean UniversityEducation
Frequently Asked Questions about Walter Barrett
What company does Walter Barrett work for?
Walter Barrett works for Bank Of America Merrill Lynch
What is Walter Barrett's role at the current company?
Walter Barrett's current role is Director Investment Management at Merrill Lynch Global Wealth Management.
What is Walter Barrett's email address?
Walter Barrett's email address is wj****@****hoo.com
What schools did Walter Barrett attend?
Walter Barrett attended Fairleigh Dickinson University, Kean University.
What are some of Walter Barrett's interests?
Walter Barrett has interest in Volunteering, Basketball, Credit Research, Investment Management, Beach Activities.
What skills is Walter Barrett known for?
Walter Barrett has skills like Fixed Income, Portfolio Management, Asset Allocation, Equities, High Yield Bonds, Capital Markets, Asset Managment, Hedge Funds, Asset Management, Valuation, Trading, Bonds.
Who are Walter Barrett's colleagues?
Walter Barrett's colleagues are Octavio Lobos, Maribel Medina, Nachelle Anne Bituin, Yin Sun, Piyush Kapaley, Philip Cole, Tim Fisher.
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Walter Barrett
Cherry Hill, Nj4gmail.com, gmail.com, amcdelancey.com, magnals.com2 +121596XXXXX
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Walter Barrett
Wylie, Tx -
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Walter Barrett
Greater Chicago Area1amazon.com
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