Michael Kehoe
Managing Director - Portfolio Manager at Great Lakes Advisors®- Claim this Profile
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English Native or bilingual proficiency
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Bio
Credentials
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NASD Registered Representative: Series 7, 63, 86, 87
NASD OTC Securities Exchange
Experience
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Great Lakes Advisors®
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United States
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Investment Management
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1 - 100 Employee
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Managing Director - Portfolio Manager
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Apr 2023 - Present
In April 2023, Great Lakes Advisors, Wintrust Bank Subsidiary acquired Rothschild & Co Asset Management In April 2023, Great Lakes Advisors, Wintrust Bank Subsidiary acquired Rothschild & Co Asset Management
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Rothschild & Co
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France
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Financial Services
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700 & Above Employee
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Managing Director – Portfolio Manager
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2016 - Mar 2023
EQUITY PORTFOLIO LEADERSHIP | MARKET ANALYSIS | INSTITUTIONAL CLIENT ENGAGEMENTCLIENT ACQUISITION & RETENTION | RISK MANAGEMENT | PORTFOLIO/ASSET MANAGEMENT• Excel within a highly visible, multifaceted, and all-encompassing portfolio manager and senior leadership role, involving a $3Bn long-only US small- and mid-cap high-performing equity portfolio benchmarked to the Russell 2500 Index while sourcing new stock opportunities across the market.• Earned increased responsibilities and promotion to Managing Director of organization’s flagship fund (2019) and sustained healthcare analytical responsibilities for the small- and mid-cap platform worth $4.5B AUM.• Steer in-depth fundamental analysis in coordination with a high-performing team of (5) personnel.• Engage institutional and retail clientele to maximize revenue growth/profitability on a yearly basis.• Design and implement best-in-class policies and procedures to streamline portfolio operations.• Provide leadership on execution, monitoring, and evaluation of portfolio management activities.• Lead daily team meetings, account cash in-flow/outflows, and quarterly consultant/client meetings.• Participate in marketing meetings to communicate investment performance, coupled with depth and breadth of exposure involving financial and economic factors to support judicious executive-level decision-making.• Serve as a conduit and liaison regarding end-to-end institutional client engagements, involving pensions, 401(k) corporate plans, and sub-advised mutual fund sponsors.• Perform as a pivotal Executive Member of Rothschild and Co. North America 401K Committee and Asset Management Quantitative Committee.• Deliver best-in-class financial services to attract prospective clients while facilitating customer engagement, acquisition, and retention initiatives.• Operate as a Co-portfolio Manager of small-cap portfolio benchmarked to Russel 2000 Index. Show less
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Senior Vice President – Senior Equity Analyst
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2008 - 2016
BUSINESS GROWTH & EXPANSION | PORTFOLIO PERFORMANCE MANAGEMENTSTOCK SELECTION | BOTTOM-UP ANALYSIS | FINANCIAL MODELING | FUND ALLOCATIONINVESTMENT SELECTION MANAGEMENT | HEALTHCARE STOCK MANAGEMENT• Recognized as an Elite Senior Healthcare Analyst for small-and mid-cap portfolio platform, generating ~17% healthcare allocation and incorporating 35 stocks across industries throughout the platform, including SCC, SCV, SCG, SMCC, and SMCV.• Turned around and revamped underperforming portfolio by successfully rebuilding portfolio performance and AUM, along with doubling business to $11B AUM+200% over the last decade.• Led ~25% healthcare allocation for small-cap growth portfolio, including up to 30 stocks across all industries, including biotech, medical devices, diagnostic, specialty pharma, services/managed care, and life science/tools.• Achieved average relative healthcare stock outperformance of ~67 basis points per annum since 2010.• Contributed towards Meaningful Outperformance to Flagship Portfolio as well as helped drive business growth by handling in client engagements and communicating business/fund performance.• Enhanced fund performance via meaningful stock selection during a recessionary headwind (2008), beta rally (2009), broader economic expansion (2010), and extensive outperformance of growth stocks thru 2020.• Collaborated cross-functionally with staff, management, and senior leadership to facilitate new business development initiatives while overseeing end-to-end portfolio holdings activities.• Steered risk management of equity portfolios while communicating recommendations and guidance to valued clientele regarding market conditions, economic trends, and portfolio performance. Show less
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Cowen Inc.
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United States
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Financial Services
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700 & Above Employee
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Associate – Equity Research
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2007 - 2008
FUNDAMENTAL RESEARCH & ANALYSIS | INTERNAL RELATIONSHIP BUILDING MARKET TREND ANALYSIS | EARNING NOTE DESIGNING • Operated as a pivotal member of the medical device and diagnostic equity research team while covering ~17 small-to-mid cap companies with precision and accuracy. • Steered fundamental research and analysis through building detailed financial models, enhancing relations with management teams, and communicating investment insights for sales force and institutional clientele. • Created high-quality financial estimates by analyzing market trends and patterns as well as company fundamentals and economic indicators. • Orchestrated and drafted earnings notes, non-consensus/controversy reports, and company updates. • Directed in-depth investment research and analysis to generate insightful reports regarding industry trends. • Executed fundamental equity research while generating investment recommendations for clients. • Attended conferences and networking events to acquire in-depth financial market insights. • Researched and analyzed securities data and accurately evaluated potential equity investments. • Compiled financial statement analysis while monitoring market systems and performance. Show less
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CIBC Capital Markets
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Capital Markets
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700 & Above Employee
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Associate – Equity Research
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2006 - 2007
MEDICAL TECHNOLOGY EQUITY RESEARCH & ANALYSIS FUNDAMENTAL BOTTOM-UP ANALYSIS | MED TECH STOCK MANAGEMENT • Served as a medical technology equity research team member, covering 12 companies across the capitalization spectrum, coupled with an in-depth concentration on women’s healthcare and radiation therapy devices. • Performed fundamental bottom-up analysis of med tech stocks while constructing robust financial models. • Collaborated with analysts and portfolio managers to make investment recommendations for clients. Show less
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Knight Financial Products (KFP)
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United States
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Financial Services
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Equity Options Trader
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2000 - 2003
OPTION VOLUME TRADING | TRADING REVENUE OPTIMIZATION | DATA ANALYSIS VOLATILITY (VEGA) ARBITRAGE | PORTFOLIO RISK MITIGATION | CAPITAL LOSS PREVENTION BIOTECH PROFIT GROWTH & EXPANSION | ECONOMIC INDICATOR ANALYSIS • Traded 20% of daily BTK option volume as a member of the American Stock Exchange, along with driving profitability via volatility arbitrage of positively correlated biotech indices, including BTK, BBH, and IBB. • Significantly contributed towards driving biotech profit growth of $4M during recessed market (2002). • Maximized trading revenue using different hedging strategies to minimize portfolio risk/prevent capital loss. • Analyzed data on economic indicators to identify new trading opportunities. • Drove revenue growth regarding new asset classes while providing updates on risk and pricing information. • Researched, analyzed, traded, allocated, and monitored positions in derivatives across all asset classes. Show less
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Education
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2004 - 2006
Yale School of Management
Master of Business Administration (M.B.A.), Finance and Investment Management -
1995 - 2000
University of Pennsylvania
Bachelor of Arts (B.A.), Political Science
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