Manager Management

Pete Gibbes, CFA, CFP

*** ****** *****, ************, ** 22968 434-***-**** (

*******@*****.***

Qualifications for Investment Advisor Equity Management

Solutions-driven and self-motivated business professional with 20+ years of

experience in equity quantitative modeling as an analyst, manager,

director, and executive. Effective leader in fast-paced environments; well-

versed in a number of investment databases and software packages. A

successful track record in company research, quantitative analysis,

portfolio management and other components of 'buy side' capital management.

Additional areas of expertise include:

Financial Analysis ( Investment Product Evaluation ( Risk and Reward

Management

( Investment Software Development and Enhancement ( Performance

Attribution

Highlights

. Created asset allocation multifactor models that reliably indicated when

stocks as an asset class were over or undervalued relative to cash.

. Utilized the firm's accounting system to integrate various investment

databases, including data culled from FactSet, S&P, 1st Call, Zacks,

IBES, Bloomberg, and Valueline, into FactSet screens and Excel reports.

. Back-tested single factors and multifactor variables to optimally

quantify "Growth at a reasonable price" strategy stock selection.

. Reported portfolio analysis and performance attribution for model

portfolios; generated reports for large-cap, mid-cap, and small-cap

universes using S&P and Russell benchmark indexes.

. Analyzed the latest versions of investment software and databases; made

recommendations for their usage and implementation.

Career Experience

Lowe, Brockenbrough & Co.

Vice President/Director of Quantitative Analysis, 2000 to 2008: Created

and maintained investment reports. Built new internal reports and controls

using Factset and Excel macros. Quantified firm investment process which

formerly was based more on qualitative fundamental analysis. Built and

enhanced a GARP stock selection process, ranking stocks as 'buy', 'hold',

or 'sell' for portfolio planning and management purposes.

Equity Portfolio Manager, 1992 to 2000: Managed ~50 accounts, focusing on

high net worth clients with many low-cost holdings. Built an asset

allocation model with economic, sentiment, valuation, fundamental and

technical components.

Research Analyst, Prior to 1992: Conducted and distributed in-depth

research on companies owned or under consideration in support of portfolio

managers.

Previously tested major software enhancements for a retail store system,

and programmed system fixes and enhancements for Southern States

Cooperative.

Education & Accreditations

Master of Business Administration, Virginia Commonwealth University

. Co-published three business law articles in Virginia bar journals during

graduate school

Bachelor of Science, Information Systems, Virginia Commonwealth University

Chartered Financial Analyst; graded CFA exams for three years

Certified Financial Planner

Completed Dale Carnegie Course

Contact this candidate