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Vice President Management

Location:
Chicago, Illinois, 60647, United States
Posted:
March 03, 2011

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******* C. ******

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

**** **** ***** *********

Home: 773-***-****

Chicago, IL 60647

OVERVIEW

Senior Investment Professional with in-depth experience in the investment

management business. Strong capabilities in portfolio management and

market research techniques, developed across full market cycles.

Expertise in developing client investment strategies, ranging from public

fund managers to high net worth individuals. Skills have been proven

across a variety of business environments, including large global firms,

investment boutiques and family offices. Credentials include a University

of Chicago MBA - Finance.

PROFESSIONAL EXPERIENCE

INDEPENDENT INVESTMENT CONSULTANT

2008 to 2010

Provided investment advice, primarily to individuals, on an ad hoc basis.

MIAMI CORPORATION, Chicago, IL

Miami Corporation is a private investment firm established in 1917 for

purposes of managing the investment of a prominent Chicago family.

Chief Investment Officer

2001 to 2006

Manage a portfolio of stocks, bonds and private equity partnerships

equivalent in size and composition to that of a mid-sized public investment

firm.

. Designed and implemented unique investment strategies for each of more

than 100 individual trusts with a goal of aligning the asset mix of

each with the investment goals of the beneficiary.

. Restructured the alternative investment portfolio by implementing a

strategy to systematically eliminate redundant managers with managers

focused on underinvested sectors.

. Implemented an education program designed to develop a basic knowledge

concerning investments for young family members with a goal of

establishing a common basis for ongoing dialogue.

Vice President, Investments

1999 to 2001

Recruited to establish a robust research effort and to enhance trading

functions to improve the capabilities of the investment department while

being groomed for transition into the position of Chief Investment Officer.

. Established Internet access to major research firms' databases,

greatly improving the depth, breadth and timeliness of information

supporting investment decision-making.

? Established relationships with the trading desks of Wall Street

and major Regional Firms.

ABN AMRO ASSET MANAGEMENT (USA) INC., Chicago, IL

ABN AMRO Asset Management is one of the legal entities through which ABN

AMRO Bank N.V.'s investment management activities are conducted in the U.S.

The Firm manages more than $150 billion in client assets including equity,

fixed income and short-term assets on a worldwide basis.

Senior Vice President/Portfolio Manager

1996 to 1999

Managed a $1.5 billion equity growth portfolio on behalf of high net worth

and institutional clients. As a member of the Investment Policy Committee

developed and backtested proprietary investment models with the overall

goal maximizing stock appreciation while maintaining investment style

characteristics.

******* C. ******

Page Two

Senior Vice President/Portfolio Manager (Continued)

. Elevated performance of the portfolio into the top quartile style

group by transitioning from a pure quantitative model to a

quantitative screening model utilizing fundamental analyses.

. Enabled the Firm to opportunistically implement quantitative screening

strategies by developing and maintaining relationships with the most

respected Wall Street and Regional Brokerage Firm analysts.

THE CHICAGO CORPORATION, Chicago, IL

In 1996 the Chicago Corp. was a full service Midwest-based regional

investment banking firm that offered the full range of asset management,

corporate finance and floor execution services. The Company was acquired by

ABN AMRO in 1996.

Senior Vice President/Head Trader

1985 to 1996

Appointed to the position of Head Trader to support a strategic initiative

of rapidly growing assets under management by leveraging a quantitative

equity investment approach that had proven successful in generating above

average returns as a boutique offering of the Firm.

. Recruited and trained trading and support staff and established

trading policies and procedures for the unit within a four-month

period.

. Constructed and maintained four specialized client portfolios to

appeal to investors ranging from high net worth individuals to large

public pension funds and which resulted in growth in assets under

management from less than $250 million to more than $3 billion.

Vice President, Asset Management Group

1983 to 1985

Recruited to implement a proprietary quantitative growth investment model

with a goal of establishing the Company as a major regional competitor in

the asset management business.

. Gained access to state-of-the art transaction execution capabilities

as well as securities research expertise by developing relationships

with key Wall Street and regional research houses.

. Established the ability of the Company to compete on a costs-effective

basis by spearheading the selection and implementation of an in house

computer system that eliminated the transactional costs associated

with a time-sharing service.

EDUCATION

MBA - Finance, University of Chicago, Chicago, IL

BA - International Studies, Williams College, Williamstown, MA

PROFESSIONAL AFFILIATIONS

Former Advisory Committee Member, Securities Traders Association of Chicago

Former holder of Series 7 and Series 63

licenses



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