Walter Barrett

Walter Barrett Email and Phone Number

Director Investment Management at Merrill Lynch Global Wealth Management @ Bank of America Merrill Lynch
charlotte, north carolina, united states
Walter Barrett's Location
Berkeley Heights, New Jersey, United States, United States
Walter Barrett's Contact Details

Walter Barrett work email

Walter Barrett personal email

About Walter Barrett

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.

Walter Barrett's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Director Investment Management at Merrill Lynch Global Wealth Management
charlotte, north carolina, united states
Website:
bofaml.com
Employees:
23988
Walter Barrett Work Experience Details
  • Bank Of America Merrill Lynch
    Retired From Merrill Lynch As Of 9/21
    Bank Of America Merrill Lynch Aug 2011 - Present
    United States
    Now available for consulting and Board of Director opportunities
  • Merrill Lynch Global Wealth Management
    Director
    Merrill Lynch Global Wealth Management Jul 2011 - Nov 2021
    Jersey 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.
  • Independent Credit Analyst/Investor
    Strategist/Portfolio Manager/Credit Analyst/Investor
    Independent Credit Analyst/Investor Jun 2009 - Jun 2011
    Provide independent bond credit research and advise to institutional investors and invest personal portfolio.
  • First Manhattan Company
    Co-Head Of Fixed Income/Portfolio Manager
    First Manhattan Company Jan 2009 - May 2009
    Reporting 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
  • Robeco Investment Management - Weiss, Peck & Greer Investments
    Head Of High Yield Fixed Income/Portfolio Manager
    Robeco Investment Management - Weiss, Peck & Greer Investments Jan 2000 - Jan 2008
    Managing 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.
  • Prudential Global Asset Management/Capital Management Group
    Vice President/Senior Associate/Associate
    Prudential Global Asset Management/Capital Management Group Jan 1995 - Jan 1999
    Responsible 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.
  • Prudential Global Asset Management
    Vice President Capital Management
    Prudential Global Asset Management Jan 1989 - Jan 1999
  • Prudential Capital Management Group
    Credit Investment Associate
    Prudential Capital Management Group Jan 1993 - Jan 1995
    Primary 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.
  • Prudential Capital Management Group
    Assistant Portfolio Manager/Investment Associate
    Prudential Capital Management Group Jan 1991 - Jan 1993
    Co-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
  • Prudential Capital Management Group
    Trading Assistant/Operations Manager
    Prudential Capital Management Group Jan 1989 - Jan 1991
    Held 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

Fixed Income Portfolio Management Asset Allocation Equities High Yield Bonds Capital Markets Asset Managment Hedge Funds Asset Management Valuation Trading Bonds Mutual Funds Investment Strategies Investment Management Bloomberg Investments

Walter Barrett Education Details

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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