Manager Management
Resume:
Charles A. Gomer, III
**** ******** ****, ********, ** 23226
************@*****.***
SUMMARY
Top performing financial services professional with more than 20 years
capital markets experience. Experience includes asset management, client
solicitations, manager evaluations, relationship management, and investment
counsel. Intimately familiar with manager style boxes and risk
characteristics. Extensive exposure to institutional client base including
defined benefit, defined contribution, endowments, foundations, and
insurance companies. Involvement included investment policy formulation,
execution, and performance monitoring. Expert at portfolio risk assessment
and control determined by quantitative analysis. Client relationships
managed by performance reporting, communication of portfolio strategies and
expected returns, and developing trusted adviser role. Benchmarked against
thirteen separate indices over career. Performance recognized by CNBC,
Lipper, USA TODAY, and Pension and Investment Age. Series 65 certification.
CAREER SKILLS/KNOWLEDGE
Asset Liability Matching Asset Valuation
Capital Markets Assessment Client Servicing
Credit Analysis Derivatives
Equity Analysis High Grade Assets
Insurance Products Performance Measurement
Portfolio Benchmarking Portfolio Management
Risk Assessment and Management Strategy
Formulation and Execution Structured Product Analysis
Trading
CAREER ACHIEVEMENTS
. Successfully managed $1.5 billion in assets for national investment
counseling firm.
. Accounts spread across multiple institutional relationships.
. Developed relationships leading to participation in multiple wrap
programs through performance and persuasive interactions with external
consulting groups.
. Managed top performing mutual fund evaluated by CNBC
. Managed GNMA mutual fund ranked 4th in country by USA Today
. Designed and managed a mutual fund that grew to over $1.3 billion
. Managed three mutual funds and sixteen individual accounts for an
independent investment adviser with assets of $16 billion. Individual
assignments were Fortune 500 clients.
. Designed and managed an S&P "AAA" rated structured Treasury money market
fund
. CFA instructor for levels I, II, and III for Philadelphia Society of
Financial Analysts.
. Developed a financial consulting and risk management business focused on
high net worth and institutional clients.
ASSET MANAGEMENT EXPERIENCE
August Partners, LLC, Richmond, VA 2002- current
Managing Director: Registered investment adviser assessing portfolio risk
and asset allocations for high net worth individuals and institutional
clients. Responsible for assessing financial risk tolerances and investment
objectives and allocating assets to equity and bond investments, taxable
and municipal, to meet client needs and objectives.
Thompson, Siegel, & Walmsley, Inc., Richmond, VA 1991 - 2002
Vice President: TSW is a registered investment adviser managing $6.5
billion in assets. Responsible for managing $1.5 billion in firm assets.
Account base consisted of defined benefit, defined contribution, insurance
company, endowments, foundations, and high net worth individual assets.
Provided strategic and tactical expertise in the context of investment
committee functions. Department consisted of two professionals.
Wachovia Bank (Signet Asset Management), Richmond, VA 1988 - 1991
Vice President: Trust setting managing assets for institutional clients and
high net worth individuals. Responsible for formulating investment strategy
and monitoring proper execution of policy guidelines. Responsible for asset
allocations and risk assessment as a member of the trust investment
committee. Department consisted of four professionals.
Delaware Management Company, Philadelphia, PA 1985 - 1987
Vice President, Director of High Grade Fixed Income: A national investment
firm with assets of $16 billion. Responsible for managing portfolios of
sixteen institutional accounts and three mutual funds. Assignments were
national in scope and typically Fortune 500 companies.
COMPUTER SKILLS
Bloomberg, Bond Edge, Excel, Fact Set, Portia, Technical Data, Word, Power
Point, Monte Carlo Simulations
EDUCATION
MS, University of Richmond, Richmond, Virginia
AB, University of North Carolina, Chapel Hill, North Carolina
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