Your Name
Summary
Innovative senior level investment professional with a demonstrated experience in the financial services industry for over 25 years. Accomplished Global Asset Manager, Chief Investment Officer, Portfolio Manager, Investment Consultant, Research Analyst, Asset Allocator, and Risk Manager. Proven exceptional performance history as a Lead Portfolio Manager in global equity, international equity, emerging markets equity, and small to mid-cap U.S. equity strategies. Highly experienced in fundamental analysis, quantitative analysis. Adept at incorporating top-down macro analysis with company specific bottom-up research. Dedicated leader and team player, collaborative in approach. Motivated by strong business acumen, ability to work independently, and ability to utilize managerial abilities in a team environment. Fully committed to excellence in business.
Overview
11
11
years of professional experience
Work History
Managing Director, Head of Global Equities
Nuveen Asset Management
City
08.2016 - 12.2019
- Strategically managed the Global/International Equity Team including offices in Memphis, TN, Santa Barbara, CA, and Minneapolis, MN
- Acquired the lead portfolio manager role on 5 strategies totaling approximately $1.5 billion in AUM; strategies included international, emerging markets, global, and small-mid cap
- Developed the flagship international growth equity strategy from ~ $500 million to over $1 billion in AUM; outperformed the index by approximately 200 basis points per annum
- Supported a new emerging markets equity mutual fund as lead portfolio manager; outperformed the index by over 800 basis points in our first year
- Provided leadership and mentorship to junior investment professionals resulting in several promotions from junior to senior analyst and from senior analyst to portfolio manager
- Led the design and build out of an extensive international quant model covering 7,000+ stocks with a sophisticated proprietary ranking system across countries and industries
- Implemented new investment policies that reduced volatility, enhanced risk controls, and created more reliable investment performance
- Hired and trained analysts and amicably resolved a legacy problem employee situation ultimately creating a more positive and productive team culture
- Gleaned invaluable insights from conducting hundreds of face-to-face due-diligence meetings with top corporate executives from companies worldwide
- Authored market and economic commentaries providing important information for clients
Managing Director | Portfolio Manager
Tradewinds Global Investors
City
03.2015 - 08.2016
- Performed role of lead portfolio manager on several international, global and domestic strategies
- Doubled assets in targeted small cap and emerging markets strategies during tenure
- Conducted fundamental research, risk-management, and quantitative analysis
- Attained position as an advisory member to the Tradewinds Legacy Strategy Investment Committee
- Appointed to the firm's Operating Oversight Committee by the president of Tradewinds and provided invaluable insight, analysis and operational recommendations which led to recovering significant asset losses and improving performance across numerous products
Owner | President & Chief Investment Officer
SECTOR CAPITAL MANAGEMENT
City
05.2009 - 03.2015
- Managed and developed the boutique investment management firm, offering highly customized investment solutions
- Led day-to-day operations while leading the firm's investment committee and functioning as lead portfolio manager and head equity analyst
- Spearheaded numerous investment strategies including international, global, emerging, and domestic markets
- Utilized strategies such as ESG/SRI strategies
- Earned the role of lead PM on the firm's flagship strategy; designed and created several new strategies which diversified and grew the firm's offerings and AUM
- Provided instrumental role in turning the firm around post 2008 credit-crisis, stabilized the business, added new products, improved performance and succeeded in attracting an acquisition
Education
Certified Investment Management Analyst (CIMA) - IMCA
The Wharton School of Business
Pennsylvania01.2007
Master of Business Administration (MBA) - International Business / Global Strategic Management
University of Memphis
Memphis, TN05.1999
Bachelor of Business Administration (BBA) - Business / Management Information Systems
University of Memphis
Memphis, TN05.1991
Additional Information
- Accumulated 4 years of experience in research and portfolio management at one of the world's largest global investment companies
- Performed roles as a partner and senior investment consultant at one of the largest investment consulting firms in the mid-south for 12 years
- Served as a partner to a boutique private equity consulting firm for nearly 2 years
Timeline
Managing Director, Head of Global Equities
Nuveen Asset Management
08.2016 - 12.2019
Managing Director | Portfolio Manager
Tradewinds Global Investors
03.2015 - 08.2016
Owner | President & Chief Investment Officer
SECTOR CAPITAL MANAGEMENT
05.2009 - 03.2015
Certified Investment Management Analyst (CIMA) - IMCA
The Wharton School of Business
Master of Business Administration (MBA) - International Business / Global Strategic Management
University of Memphis
Bachelor of Business Administration (BBA) - Business / Management Information Systems
University of Memphis
Similar Profiles
Jason DiasJason Dias
Associate at Nuveen Asset Management (A TIAA company)Associate at Nuveen Asset Management (A TIAA company)
SANJAY TATEDSANJAY TATED
Tech Manager/Product Owner at TIAA / Nuveen Asset ManagementTech Manager/Product Owner at TIAA / Nuveen Asset Management
Chung LiChung Li
Corporate Controller at Paths Management Services (previously Reliant Realty Services, acquired by Nuveen on 5/2022)Corporate Controller at Paths Management Services (previously Reliant Realty Services, acquired by Nuveen on 5/2022)
Gautam DuttaGautam Dutta
Managing Director & Global Head of Cash Product Management at First Abu Dhabi BankManaging Director & Global Head of Cash Product Management at First Abu Dhabi Bank
Timothy James HodgesTimothy James Hodges
Managing Director – Global Head of Sales at Namara Wealth Advisors Pte LtdManaging Director – Global Head of Sales at Namara Wealth Advisors Pte Ltd