TED LYNCH
Wyckoff, NJ *****
acdz3m@r.postjobfree.com
Senior Asset Management Professional with broad experience and an extensive
track record using strong analytical skills to produce outsized investment
returns on a risk adjusted basis with low market correlation. Expertise
includes strong fundamental analysis of individual companies, industries
and macroeconomics to determine high return potential investments across
many instruments within corporate capital structures. Strong historical
performance in allocating capital including hedges to align portfolio risks
with market risks, lowering volatility and generating non-market sensitive
returns.
Experience
2010 TO PRESENT eagle ace trading llc WYCKOFF, NJ
Founder and Portfolio Manager
. Manage portfolios for several high net worth clients as well as
personal assets.
. Portfolios are structured with a mix of long term investment ideas
formed from proprietary research as well as short term income
opportunities.
. Ad Hoc analysis of investment ideas including vetting outside hedge
fund proposals, one off equity investments and portfolio hedging strategies
for clients other assets.
2007 TO 2010 Merrill lynch Strategic Investment Group New
York, NY
Portfolio Manager
. Managed a $75-150 million Long/Short equity portfolio comprised of
retail and consumer products companies as well as fed ideas into a $7
billion global multi strategy prop desk. 2007 annualized returns over 15%.
2008 returns over 18%.
. Proprietary research ideas generated through due diligence developed
over decade long career following the sectors and developing a strong
contact base.
2004 TO 2007 Centurion investment group New York, NY
Senior Research Analyst
. Performed investment analysis of equities for a long/short value
equity portfolio with over $500 million in assets with a primary focus on
action oriented ideas in the Retail and Consumer Product Industries.
Primary research included direct interaction with senior management and
consultants, bottoms up asset valuations, special situations analysis
including mergers and spin offs.
2002 TO 2004 Sigma Capital Management/jlf asset management
New York, NY
Senior Research Analyst
. Performed investment analysis of equities for a long/short equity
portfolio with over $100 million in assets focused on Retail and Consumer
Product Industries.
. Worked directly with the portfolio manager on investment ideas,
portfolio analysis, and position sizing through direct contact with senior
management, industry consultants and other proprietary investment
processes. Double digit returns achieved each year.
1997 TO 2001 Morgan Stanley Investment Management New York, NY
Senior Research Analyst
. Worked closely with two Morningstar Five Star ranked equity portfolio
managers on several mutual funds with assets of over $15 Billion.
. Specific industries covered include Telecommunications, Networking,
Energy and Consumer related technology.
Education
1994 -1997 Georgetown University School of Business Administration
Washington, DC
. Bachelor of Science, Business Administration, May 1997.
. Concentration in Finance.