Portfolio Manager

CARY BRECKINRIDGE MILLER, CFA

** ***** ****, *********, ** 01772

508-***-**** (Cell)

***********@***.***

OBJECTIVE

A senior investment management role at a major wealth management organization utilizing

diverse investment skills and extensive client servicing experience.

EXPERIENCE

PNC Wealth Management, Boston 2000 to 2009

Senior Investment Advisor, Vice President

•Managed proprietary separate account investment portfolios for endowments, individuals, trusts and profit sharing plans, in complex, multiple account setting. Proprietary separate account management utilized a combination of fundamental investment criteria as well as a quantitative overlay, with significant judgmental input by portfolio manager. Account investment performance was above average relative to benchmark across all client investment objectives over multi-year periods.

•Served as communication point person in disseminating relevant economic and strategic views to clients throughout volatile market cycle, as well as ongoing performance commentary, maintaining excellent client retention rate in difficult market environment.

•Articulated internal and external investment processes in new business presentations. Assisted new business development officers in positioning organizational strengths and strategies.

•Coordinated client investment and personal information for wealth planning engagements.

•Completed PNC’s comprehensive internal wealth management training (trusts and estate taxation).

•Utilized hedge funds, private equity, and real estate alternative investments, as well as non-proprietary outside managers and mutual funds, in addition to proprietary core strategies.

•Created and monitored investment policy statement detailing client investment goals, insuring compliance with all legal and administrative standards, internal and external.

•Effectively cross sold other banking services to existing client base, establishing 2008 as a personal record.

Fleet Investment Advisors, Boston 1998 to 2000

Senior Investment Advisor/Industry Analyst, Vice President

•Managed high net worth and tax-exempt portfolios and relationships as large as $30 million.

Delivered new business presentations with excellent closing success. Provided securities research coverage on cable and durable goods industries on morning calls to network of (Bank of Boston) portfolio advisors.

Eaton Vance Management, Boston 1986 to 1996

Portfolio Manager, Vice President

•Managed substantial balanced accounts for institutions (endowments and pensions) as large as $50 million, as well as for individuals and trusts, sustaining above average performance records in growth & income and multi-cap investment styles, as well as core (expected growth) strategies. Highly conversant in fundamental equity analysis.

•Maintained an ongoing book of eight to twelve institutional accounts in addition to taxable client base.

Eagle Mfg. Company, WV 1981 to present

Director for a $50 million safety product manufacturing company

•Contribute to overall strategic direction through quarterly directors’ meetings.

•Perform cash flow analysis for dividend and capital spending decisions.

•Advocate shareholders’ viewpoints relevant to all privately held businesses--advise on pensions, business strategy, valuation, management succession, and incentive compensation plans, etc.

David L. Babson & Company, Boston 1981 to 1986

Portfolio Manager, Vice President

•Managed balanced quality growth accounts for institutional/ taxable client base, delivering above-average performance under most objectives.

•Maintained a book of eight to twelve institutional accounts, in addition to taxable client base.

Brundage Story & Rose, New York 1979 to 1981

Equity Research Consultant

•Researched, documented, and presented mid-sized growth and natural resource stocks to research committee. Assisted senior partner with account management. Company was true Gramm and Dodd value manager and somewhat eclectic, with high regard for balance sheets vs. reported earnings.

EDUCATION

Chartered Financial Analyst

Member: Philadelphia & Boston Securities Analyst Societies.

M.B.A., Finance, State University of New York, Albany

A.B. Political Science, Middlebury

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