Financial Analyst Manager

David J. Honold, CFA

********@*****.*** cell: 610-***-****

Financial services professional with over 20 years of experience including public and private equity portfolio management, security analysis, corporate strategy, and regulatory/compliance issues.

EXPERIENCE:

February 2015 to Present

November 2005 to February 2015

Patriot Financial Partners Radnor, PA

Principal

Patriot is a community banking private equity fund with a focus on adjacent niches within financial services, including specialty finance, asset and wealth management, and financial technology.

Responsible for sourcing, negotiating, structuring, diligence, monitoring and exiting portfolio investments across 2 active funds.

Manage relationships and provide strategic advice for portfolio companies, including review of all Board level materials and regular updates with executive management.

Serve as Board representative for four fund investments.

Turner Investment Partners Berwyn, PA

Financial Services Analyst/Senior Portfolio Manager

Turner is a growth equity asset manager, including domestic, long/short and international strategies.

Senior analyst on research team covering financial services sector and across large-cap, mid-cap, small-cap, and international equity products.

Lead portfolio manager for Financial Services long/short equity fund

Co-managed of Turner Spectrum, a diversified alternative long/short equity mutual fund (TSPEX).

Marketed to institutional clients in North America, Europe, Middle East, and Japan.

March 2002 to October 2005

Keefe, Bruyette & Woods New York, NY

Vice President – Southeastern Bank Research Analyst

KBW is a boutique investment bank that specializes in the financial services sector.

Responsible for coverage of 16 southeastern regional banks including diligence meetings with senior management, development/maintenance of financial models, and report publishing.

Experience presenting investment recommendations and industry analyses to institutional investors.

November 2000 to March 2002

UBS New York, NY

Associate Equity Analyst – Regional Bank Research

Assisted three senior analysts with coverage of a universe of 38 commercial banks.

Worked as part of team led by 6-year Institutional Investor-ranked analyst.

August 1998 to

October 2000

Federal Reserve Bank of New York New York, NY

Financial Analyst – Bank Supervision Group

Performed financial analysis of institutions as part of on and off-site reviews, with a focus on asset quality, funding and liquidity, capital adequacy, profitability, and all aspects of risk management.

Selected to serve on the Interagency Country Exposure Review Committee to evaluate transfer risk of select emerging market countries and assign ratings for the allocation of specific reserves for U.S. financial institutions’ exposure.

Participated in the corporate loan review process of the Shared National Credit Exam.

EDUCATION:

August 2010

Chartered Financial Analyst (CFA)

May 1998

B.A. in English, concentration in Economics - College of the Holy Cross Worcester, MA

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