Experience

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  Reams Asset Management

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Portfolio Manager

    • Apr 2018 - Present

  • Senior Investment Analyst

    • Apr 2015 - Apr 2018

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  40|86 Advisors

  • Indianapolis, Indiana Area

  • Senior Research Analyst

    • Jul 2012 - Mar 2015
    • Indianapolis, Indiana Area

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  Fiduciary Management Associates

  • Director, Fixed Income and Large Cap Equity Research Analyst

    • Jan 2009 - Jun 2012

    • Analyzed and selected stocks in Basic Materials and Consumer Discretionary/Consumer Staples sectors for Large Capitalization equity products ($2B+ market cap universe), demonstrated ability to add positive long-term attribution to equity products• Generated new investment ideas for all Investment Grade Fixed Income portfolios, amongst US Treasury, Agency, MBS, CMBS, ABS and Corporate Bond securities, with specialty focus in Corporate Bonds• Delivered solid risk-adjusted returns, meeting or exceeding benchmark performance on a long term basis and/or adding positive alpha in relevant sectors (such as corporate bonds) in nearly all calendar years • Oversaw day-to-day monitoring of all fixed income accounts, working as part of a two-person team to manage portfolios, and managed clients cash income needs• Performed detailed analysis on underlying portfolio securities, constucted in-depth financial models, participated in earnings calls and management meetings, and attended industry conferences

  • Associate Director, Fixed Income Research Analyst & Marketing/Operations Departments

    • Oct 2003 - Dec 2008

    • Performed operations and marketing functions including Fixed Income trading, reporting, marketing, RFPs, portfolio accounting/performance• Served as Registered Representative (Series 6 & 63, 2003-2006) on Equity Mutual Fund, prepared and presented marketing presentations to consultant community and retirement platforms

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  CIGNA Healthcare

  • Greater Chicago Area

  • Project Analyst

    • Jun 2000 - Oct 2003
    • Greater Chicago Area

    • Developed, implemented, and produced comprehensive management report for senior management with detailed firm financial performance• Maintained software systems, preserved data integrity/accuracy, and generated sales reporting metrics• Awarded Gold Circle of Excellence for superior performance three times