William Marra Email and Phone Number
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William Marra personal email
Specialties: Investment consulting, investment management, portfolio analytics, asset allocation determination and implementation, investment manager due diligence and selection, investment performance calculation
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Portfolio Manager, VpPnc Jan 2012 - PresentGreater Pittsburgh Area -
ConsultantIndependent Consultant Jun 2009 - Nov 2011Offering quality, time-saving project-oriented consulting:•Investment Consulting Projects•Portfolio Management Projects•Financial Data Gathering and Analysis•Special Projects to Meet Client NeedsThrough my career in financial services, I have developed extensive experience and expertise across a wide range of investment consulting services, including the following:• Asset allocation determination• Investment policy construction and implementation• Investment manager selection and portfolio analysis and monitoring.I have applied that expertise to various types of clients including corporations, hospitals, public funds and union/Taft-Hartley plans. Further, I have worked with various types of plans, such as defined benefit and defined contribution funds.As an analyst and consultant with investment consulting firms, I have conducted due diligence reviews and performed investment manager searches for practically every investable asset class. I have personally met with numerous investment managers and interviewed portfolio managers to gain an understanding of investment managers’ process and philosophy.While working with an investment management firm, my primary responsibilities were the analysis of client portfolios and positioning of client assets. I supported the decision making of the lead fixed income portfolio manager and assisted the implementation of the current strategy. Through working with a small firm, I have become very familiar with the operations and trading functions of investment firms.
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ConsultantRaulin Inc Dec 2005 - Nov 2008Provided full range of investment consulting services for a diverse range of clients, including public, Taft-Hartley and corporate clients. Served as lead consultant on 14 institutional investment clients representing over $500 million in assets including defined benefit, defined contribution and health and welfare plansResponsible for the dissemination of reports, analysis and recommendations to clients through direct interactionDesigned, implemented and monitored asset allocation strategies for client portfoliosDeveloped and maintained client investment policy guidelinesCreated customized reporting according to client specificationsProvided due diligence research and reviews on investment managers of various styles including equity, fixed income, traditional and alternative investments
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Vice PresidentCim Investment Management Jan 2004 - Dec 2005Responsible for the front- and back-end analysis of client investment portfoliosAnalyzed fixed-income and equity portfolios to assess appropriate positioning of client assetsSupported fixed-income portfolio manager through analysis and recommendationsImplemented top-down equity strategy through the use of risk-management modeling softwareResponsible for client service support, attending meetings and providing portfolio and market related informationMember of Investment Policy Committee
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Associate ConsultantYanni Partners Aug 1997 - Mar 2003Provided full-service investment consulting and support for a diverse range of clients, including public, corporate, Taft-Hartley and Endowment/Foundation clientsDesigned and implemented asset allocation strategies for portfolios of various client typesDeveloped and maintained client investment policy guidelinesCreated customized reporting according to client specificationsProvided due diligence research and reviews on investment managers of various stylesConducted client meetings for the dissemination of reports, analysis and recommendations
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Investment Performance AnalystSuntrust Bank Jul 1996 - Aug 1997Provided investment performance calculation for an internal asset management group, servicing eight portfolio managersProvided investment performance calculation and analysis on individual and corporate portfoliosMaintained detailed and accurate investment return reportsDeveloped custom reports prepared to client specifications -
Senior Trust Operations SpecialistMellon Bank Jun 1994 - Jul 1996Provided the reconciliation and delivery of Trust Department statements to high profile clientele.Analyzed trust department statements for accuracy, using exception reporting, including detailed statement of assets and transactionsAudited and prepared statements for delivery to clientsCoordinated the timely and accurate delivery of trust statementsGenerated accounting journal entries for client general ledger accounts
William Marra Skills
William Marra Education Details
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Accounting -
Management
Frequently Asked Questions about William Marra
What company does William Marra work for?
William Marra works for Pnc
What is William Marra's role at the current company?
William Marra's current role is Portfolio Manager, VP at PNC.
What is William Marra's email address?
William Marra's email address is wm****@****ast.net
What schools did William Marra attend?
William Marra attended Penn State University, Robert Morris University.
What skills is William Marra known for?
William Marra has skills like Portfolio Management, Investments, Asset Management, Asset Allocation, Investment Management, Due Diligence, Trading, Alternative Investments, Analysis, Equities, Fixed Income, Finance.
Who are William Marra's colleagues?
William Marra's colleagues are Albert Ivezaj, Igor Albuquerque, Laura Burns, Manjit Sandhu, Tony Hark, Pnc Bank-Evalyn Sudd Sudderth, Victor Cale.
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William Marra
Transforming Business And Driving Revenue Growth Through Strategic Sales Leadership | Chief Commercial Officer, Cinturion GroupFreehold, Nj3wpmconsulting.com, gmail.com, emeraldnetworks.com2 +173261XXXXX
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