Manager Management
Resume:
Zach Liggett, CFA
**********@*******.***
Presently Co-founder and Director of Investments, Goldeneye Asset Management, LLC
Professional Goldeneye Asset Management, LLC Elk Rapids, MI
Experience Co-founder and Director of Investments 2009-Present
Primary Roles: Launched registered investment advisory specialized in resilient triple-bottom-line
investing and financial planning for individuals and families; Perform all investment management
activities including research and proactive portfolio management of multi-asset-class, separate
account strategies; Meet with private clients to discuss investment objectives, communicate
portfolio strategies and review performance; Produce all content for the firm’s website
(www.gldneye.com) and monthly publication (The Outlier); Direct business strategy and new
business development activities; Serve as chief compliance officer.
Investment Research and Portfolio Management Experience: Public and private equity, fixed
income (including TIPS), real estate and derivatives positions in both separately managed and
pooled accounts.
Financial and Investment Management Group Traverse City, MI
Portfolio and Fund Manager 2003-2009
Primary Roles: Co-managed over $650m in assets, including three years as a co-fund manager
for the Utopia Funds family of open-end mutual funds; Formulated and reviewed global
investment strategies including both top-down (global macro) and bottom-up (company
specific analysis); Researched existing and new investment ideas (global equity focus),
including extensive international due diligence work; Communicated portfolio strategies with
internal relationship managers, private clients, investment advisors, and mutual fund family
board of directors; Wrote investment newsletters, mutual fund regulatory reports, web
content and other correspondence; Attended investment conferences to network and market
investment management services and Utopia Funds.
West LB Panmure Securities Pacific Tokyo, Japan
Analyst, Equity Research(Japan Game/Business Software) 2000-2003
West LB Panmure Securities Pacific Tokyo, Japan
Research Assistant, Equity Research (Japan Automobiles) 1998-1999
The City of Takamatsu, Japan Takamatsu, Japan
Invited English Teacher 1996-1997
Education Master of International Business Studies (MIBS) Columbia, SC
University of South Carolina, Moore School of Business 1997-2000
Bachelor of Arts St. Petersburg, Florida
Economics/East Asian Studies 1992-1996
Eckerd College
Languages English: Native Japanese: Advanced
Professional Traverse City Business News 40 Under 40 Award Recipient, September 2008
Recognitions Institutional Investment News Top-20 Rising Stars of Mutual Funds, January 2008
Business Week Contrarian to Watch, March 27, 2008
Chartered Financial Analyst (CFA) Charter Holder
Academic James F. Kane Award for Superior Academic Achievement (MIBS)
Recognitions AEIJ Scholarship Recipient for Study at Waseda University, 1998
Ford Scholar, 1994-1996
Service/Other Grass River Natural Area, Inc: Director (2005-present, including 2 years as Board President)
Proud husband and father of two really cool kids (age 4 and 1)
Outdoor enthusiast
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