Senior Investment Analyst

Christopher Andress, CFA – *********@*****.*** – 425-***-**** Page 1 of 2

CHRISTOPHER R. ANDRESS, CFA

*** ***** ****** *********, ********, WA 98005

Home: 425-***-**** Cell: 425-***-****

*********@*****.*** www.linkedin.com/in/chrisandress Senior Investment Analyst

Professional investment analyst with over fourteen years experience analyzing and recommending investment ideas for inclusion in client portfolios. CFA® charterholder with a Master’s in Business Administration (MBA) from Seattle University. Solid knowledge of markets, sectors and investment strategies. Strong analytical and strategic thinking abilities and research skills. Excellent written and verbal communication skills. Desire to provide superior service and exceed client expectations. Responsible and honest, with a strong sense of integrity.

Key Accomplishments

• Developed expertise in multiple investment sectors while gaining the trust and confidence of portfolio managers to implement investment recommendations.

• Established a solid investment track record with over 60% of recommendations achieving a positive total return over the last six years.

• Successfully converted over 70% of recommendations into portfolio holdings.

• Developed contacts with company management teams, industry specialists, and sell-side investment research analysts to facilitate the research process.

• Developed and implemented broker voting and commission allocation processes.

• Managed relationships with brokers, research providers and vendors, managing broker expectations and negotiating terms with vendors.

• Developed, implemented, and managed firm proxy voting policies and procedures. Subsequently managed the outsourcing of the proxy process while maintaining oversight responsibilities. Work Experience

Washington Capital Management Inc., Seattle, WA July 1994 – December 2014 Investment advisory firm investing in equities, fixed income and real estate for institutional clients. Total assets under management of approximately $3.4 billion with about $0.4 billion in equities. Assistant Vice President, Equities, October 2000 - December 2014 Analysis and recommendation of equity securities for the company’s growth and value strategies.

• Provided analyses of markets and industries to focus the research process and provide direction to the firm’s investments.

• Sourced, analyzed and recommended equity securities from multiple sectors for inclusion in client investment portfolios contributing to strong portfolio performance.

• Researched and analyzed equity investments in the following sectors: energy, alternative energy, financials, basic materials, consumer discretionary, consumer staples, and transportation.

• Conducted due diligence on new and existing investments by analyzing financial statements, reviewing earnings releases and conference calls, and assessing risks and opportunities.

• Acted as liaison for research and brokerage relationships, managing broker expectations and negotiating terms with vendors.

• Managed the proxy voting process for the firm.

Christopher Andress, CFA – *********@*****.*** – 425-***-**** Page 2 of 2 Backup Equity Trader, January 1995 - December 2005 Acted as the backup equity trader, buying and selling equity securities as directed for the company's commingled and separately managed accounts.

• Executed purchase and sale transactions of equity securities for inclusion in the company's commingled and separately managed accounts.

Assistant Operations Accountant, July 1994 - March 2001 Accounting professional responsible for trade settlement, accounting and monthly portfolio reconciliation.

• Facilitated settlement of securities transactions for client accounts.

• Input transactions for client accounts into the company's portfolio accounting system.

• Reconciled client accounts on a monthly basis.

• Developed process improvements to create work efficiencies, reduce errors and increase audit-ability. Volunteer Work

SASB – Sustainability Accounting Standards Board, 2014 Working Group Member, Industry Expert for Media Production and Distribution, as well as Chemicals and Containers & Packaging.

• Volunteered as an industry expert, from the investor perspective, to evaluate material sustainability issues, as well as key sustainability accounting metrics for the media production and distribution, chemical and container & packaging industries.

Education and Training

CFA® Charterholder, September 2000

Seattle University, Seattle, Washington

Masters of Business Administration

Sustainable Business Specialization

Seattle University, Seattle, Washington

Bachelor of Arts in Business Administration, Finance Concentration Alpha Kappa Psi, Professional Business Fraternity

Officer - Business Manager

Alpha Sigma Nu, National Jesuit Honor Society

Affiliations

CFA Institute

CFA Society of Seattle

National Association of Petroleum Investment Analysts Skills

Bloomberg, Thompson One, Baseline, MS Office (MS Excel, MS Word, MS PowerPoint)

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