Barbara Myers, CFA, IMBA

Institutional Consulting, Strategy Research and Investor Advocacy at Highland Consulting Associates, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Cleveland, Ohio, United States, US

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Lisa Clifford, CPWA®, CMAA

Barb has been a terrific partner to me and our team in helping us demonstrate KeyBank's non profit expertise to institutional clients. She does an excellent job sharing her recommendations with boards and has the unique ability to speak at all levels to ensure an thorough understanding of the strategies and concepts presented. Barb's background and extensive history developing investment strategies for institutional clients makes her a valuable contributor to our success in gaining new clients.

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Experience

  • Highland Consulting Associates, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Institutional Consulting, Strategy Research and Investor Advocacy
      • Nov 2018 - Present
  • KeyBank
    • United States
    • Banking
    • 700 & Above Employee
    • Chief Portfolio Strategist, Head of NonProfit Investments and Portfolio Management
      • Sep 2011 - Dec 2017

      Lead Portfolio construction process for the private bank and managed the team of Multi-Strategy Research analysts. As head of investments and Portfolio Management for NonProfit Investment Services managed the bank’s largest institutional accounts, select private clients, and a team of portfolio managers. Oversaw $5+ billion AUM, with account sizes of over $1Billion-$10Million. Responsible for all aspects of portfolio construction, manager selection, asset allocation execution, alternatives due diligence, and reporting 2011-2017. Achieved top decile 3 and 5 year performance per Cambridge Endowment universe through 12/17. Managed bank multi-manager common trust funds with performance in excess of benchmarks. Show less

  • Victory Capital Management (KeyBank affiliate)
    • Managing Director -Institutional Portfolio Management
      • Dec 2004 - Aug 2011

      Managed over $1 Billion of assets for NonProfit, corporate, and Taft Hartley clients. Specialized in asset allocation, traditional and alternative strategy research, portfolio construction, and client service. Managed over $1 Billion of assets for NonProfit, corporate, and Taft Hartley clients. Specialized in asset allocation, traditional and alternative strategy research, portfolio construction, and client service.

  • Winslow Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Chief Investment Officer
      • Jun 1999 - Jun 2004
  • Victory Capital
    • United States
    • Investment Management
    • 200 - 300 Employee
    • Managing Director
      • 1994 - 1999
  • Duff & Phelps Investment Management Co.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director
      • 1989 - 1994
  • Roulston & Co.
    • United Kingdom
    • Retail
    • Research Analyst
      • 1987 - 1989

Education

  • Baldwin Wallace University
    MBA
    1987 - 1992
  • Cleveland State University
    Finance
    1985 - 1987
  • University of Dayton

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