Experienced investment professional with proven ability to manage sizable portfolios, assess and manage portfolio risk exposures, and develop investment strategies within policy guidelines.
Working Experience
Meyer Capital Management, Cincinnati, OH
January 2014 – Present
Portfolio Manager
Successfully transitioned fixed income exposure from a mutual fund / ETF focus to one comprised of individual bonds, leading to enhanced ROR and increased safety of principle
Pro-actively identify client specific fixed income / equity investment opportunities
Conduct research & present recommendations of securities and global economic conditions to CIO
Participate in and lead client facing activities
Hamilton County Treasurer’s Office, Cincinnati, OH
August 2011 – January 2014
Investment Officer
Investment Portfolio
Responsible for the day-to-day management of $800MM investment portfolio
Restructured fixed income portfolio using a barbell strategy and revised target duration in response to a projected flattening of the yield curve
12 month rolling average return of 123.92 bps over the average 2 year treasury with a duration of 2.1 years (12/1/2013)
Created cash flow from maturities and sales of fixed income securities to match with expected and unexpected expenses
Administered efficient, time sensitive trade execution
County Administration
Provided monthly performance and analysis reports to the County Investment Committee
Maintained transaction reporting methods to streamline core account with other departments
Evaluated daily reports and determine security needs on a laddered five year maturity basis
Hantz Financial Services, Ann Arbor, MI
November 2010 – August 2011
Financial Consultant
Assisted clients in the planning and arrangement of their financial affairs
Analyzed financial statements to establish suitability
Presented personal and business recommendations
Education
Central Michigan University, Mount Pleasant, MI
B.S. in Business Administration
Major: Finance