Zack Fellows, CFA

Assistant Portfolio Manager/Sr. Research Analyst at Managed Asset Portfolios, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English -
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Aug, 2019
    - Nov, 2024
  • Series 65
    FINRA

Experience

  • Managed Asset Portfolios, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Assistant Portfolio Manager/Sr. Research Analyst
      • Jan 2015 - Present

      Assisted in the management of over $800M AUM across over 800 accounts consisting of high net worth individuals and institutional clients Performed fundamental research on individual securities assessing their long-term prospects, valuation, and potential market catalysts for inclusion into our Global Equity and Global Balanced Strategies Achieved consistent above-benchmark risk-adjusted returns through superior stock selection for our Global Equity Composite and Global Equity Composite Ex-Options, accounting for 45% of portfolio returns Utilized Bloomberg PORT Tool to analyze portfolio risk and exposure to provide actionable insights Forecasted company financials utilizing correlation and regression analysis to determine individual fundamental drivers of a company’s stock price Tracked technology trends like 5G, cloud computing, e-commerce, semiconductors, and robotics to identify game-changing advancements and the companies that will benefit Performed recurring manager due diligence on competitors, determining how the firm ranks by both quantitative (Sharpe ratio, Alpha, Treynor ratio, Sortino Ratio, etc.) and qualitative (process, management experience, consistency) metrics Leveraged due diligence to prepare marketing material for the institutional sales team Assisted Institutional Sales team to manage client expectations in the investment process and strategy culminating in multiple new advisory relationships

  • Demand Detroit
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Plant Performance Analyst Internship
      • Jan 2014 - Aug 2014

      Helped manage a multi-million dollar cost savings project by analyzing and forecasting costs using a self-developed Excel program. Used Microsoft Excel to create weekly and monthly KPI’s evaluating plant performance. Utilized SAP to analyze monthly cost savings from initiatives implemented throughout plant. Created presentations to communicate in-depth analysis of the results and milestones of the cost savings program to Daimler Truck North America Board of Directors and Detroit Diesel Facility Leadership.

  • Best Buy
    • Retail
    • 700 & Above Employee
    • Full Time Mobile Sales Consultant/Supervisor
      • Aug 2010 - Dec 2013

      Helped customers find the perfect solution for one of their largest discretionary purchases and monthly bills Explained complex technologies to customers in simple terms to help get them the technology that fit their needs Consistently had an NPS score of 97% or higher Helped customers find the perfect solution for one of their largest discretionary purchases and monthly bills Explained complex technologies to customers in simple terms to help get them the technology that fit their needs Consistently had an NPS score of 97% or higher

Education

  • CFA Institute
    Chartered Financial Analyst (CFA)
  • Wayne State University
    Bachelor of Science (B.S.A.), Finance, General
    2012 - 2014
  • Macomb Community College
    General Studies
    2010 - 2012
  • NASAA

Community

You need to have a working account to view this content. Click here to join now