Portfolio Manager and Investment Strategist
Resume:
Marc J. Loew, CFA
Ho-Ho-Kus, NJ 07423
***********@*****.***
SUMMARY
Accomplished Portfolio Manager and Alternative Investments Strategist with expertise managing equity, balanced and equity long/short strategies. Deep knowledge of hedge funds, funds-of-funds and private equity. Significant asset allocation, portfolio construction, product strategy, marketing, sales and client-facing skills.
PROFESSIONAL EXPERIENCE
UBS Wealth Management Americas, New York, NY 2005-2009
Alternative Investments US
Executive Director / Senior Portfolio Manager, Product Strategy Head
· Managed portfolios as part of a $3 billion funds-of-funds team.
· Created portfolio strategy and built customized portfolios for both high net worth and institutional segments; worked with regional consultants, financial advisors and clients in the sales process.
· Designed product roadmap as head of product strategy for $13 billion platform across hedge funds, managed futures, private equity and real estate.
Loew Capital Management LLC, Ramsey, NJ 2003-2005
Chief Investment Officer / Senior Portfolio Manager
· Managed alternative investment strategies for high net worth clients.
· Achieved 24% gain in absolute return strategies in 2004 using a proprietary index options strategy converted from an overlay program.
Citigroup Asset Management, Stamford, CT / New York, NY 1996-2003
Managing Director / Senior Portfolio Manager
· Led a team of five that managed $850 million in assets for private banking clients and generated significant returns and revenue.
· Produced 13% vs. 6.2% annualized returns compared with the S&P 500 in long-only capital appreciation accounts during a seven-year period.
· Delivered strong risk-adjusted returns in balanced portfolios combining equities, options, US Treasuries and US corporate high yield bonds.
· Managed two equity long/short hedge funds with options overlay and modest leverage. Developed proprietary index option methodology that combined implied and expected volatility with a directional view.
· Created and communicated portfolio strategy with a high degree of contact with private bankers, clients and prospects.
Marc J. Loew Page 2
Dean Witter InterCapital, New York, NY 1995-1996
Portfolio Manager
· Managed equity and balanced accounts for institutions and individuals.
· Marketed investment products to financial consultants and clients.
Smith Barney Inc., New York, NY 1987-1995
Vice President / Portfolio Manager
· Managed equity and balanced accounts for institutions and individuals.
· Co-managed large capitalization equity mutual fund/variable annuity and small capitalization mutual fund.
· Managed precious metals mutual fund, exceeding all investment benchmarks with Smith Barney and predecessor companies, E.F. Hutton and Shearson Lehman.
J. & W. Seligman, New York, NY 1986-1987
Equity Research
· Performed equity research on small capitalization stocks, special situations, due diligence for initial public offerings, and special projects for senior portfolio manager and head of investments.
Gulf Atlantic Partners, St. Petersburg, FL 1985-1986
Portfolio Manager / Analyst
· Assisted in the management of equity accounts utilizing stocks, equity options and index options for institutions and individuals.
EDUCATION
The University of Florida, Gainesville, FL 1980-1984
Bachelor of Science-Business Administration
ADDITIONAL INFORMATION
Chartered Financial Analyst designation
CFA Institute-Member
New York Society of Security Analysts-Alternative Investments Committee,
Investment Strategy Committee
FINRA Series 7, 63; 65 license lapsed
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