Portfolio Manager
Resume:
Chris Hickman **** Squirewood Way
Lake Worth, Fl 33497
************@*****.***
NON-PROFIT
Soil & Soul, Delray Beach, FL — Fundraising Committee 2022-Current
Riptide Lacrosse, Delray Beach, FL- Secretary/Board Member Since 2016 AC Delray, Delray Beach, FL- Board Member since 2014 Retiring HISTORY
Pine Tree Capital Partners, Delray Beach, FL - Manager October 2019-Current-CLOSED TO NEW INVESTMENTS
Equity Partner/Portfolio Manager
Premier Client Investments, Delray Beach, FL — Principal September 2009 -May 2020/Sold
Cultivated a concierge advisory firm achieving long-term success with over 100 client relationships.
Created proprietary financial models and securities screens to manage portfolios and aggressively grow assets
Banc of America Investment Services (Bank of America), Boca Raton, FL
— Vice President, Financial Advisor
March 2006 - August 2009
Grew portfolio to over 70 Million in Assets. Leveraged established banking infrastructure to pilot the innovative Premier Banking and Investments partnership, created model that was in use until Merrill Lynch merger (2008/9). Organized seminars to educate colleagues and potential clients on investment fundamentals. EDUCATION
Kent State University, Kent, OH — BBA
September 1996 - December 2000
Finance Major with an emphasis on Financial Engineering. World Trade Organization internship - Economics, Research and Development (ERAD) in Geneva, Switzerland under Chief Economist Patrick Low. Merrill Lynch internship, Canton, OH 1998-1999
SKILLS
Creativity
Modeling
Leadership
Excellent communicator
Long-term thinking
Creativity
Resilience
Inventive
AWARDS
Annually awarded for
outstanding performance
and recognized for
developing client
relationships
INTERESTS
Statistical Analysis
Alternative Energy
Coaching
Sports
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