H. Vincent Bartell
Charlotte,NC
Summary
Accomplished overlay portfolio manager and trader with 10+ years industry experience. Strong analytical, interpersonal, and leadership skills help me thrive in a results-oriented, and high-risk environment.
Overview
11
11
years of professional experience
Work History
Overlay Portfolio Manager
Oppenheimer Asset Management
04.2021 - Current
- Supervise, implement, and trade all of the firm's UMA manager model changes. Est $11 bn of company's total $43 bn AUM
- Trade and analyze accounts in the company's tax management program
- Facilitate and manage day to day account level trading (new accounts, allocation changes, etc.)
Head/Senior Trader
Adhesion Wealth
04.2018 - 03.2021
- Propose and execute model changes daily and facilitate all OPM trade flow for 6.6 bn AUM.
- Improved processes and procedures for Trading Desk to ensure scalability and improve efficiency.
- Monitor/Handle Best Execution standards
- Co - Chair Compliance Committee
Trader
Oppenheimer Asset Management
01.2013 - 03.2018
- Traded multiple security classes including: Equities/ETFs/Options/Mutual Funds/Investment Grade Bonds/High Yield Bonds/Treasuries/Agencies/Municipal Bonds/CDs
- Facilitated trade flow for all of company’s wrap fee/UMA accounts
- Best Execution review
- Utilized multiple platforms (Bloomberg, Vestmark, BondDesk, MuniCenter, BondPoint, MarketAxess)
Education
Bachelor of Science - Business Admin, Finance
University of Scranton
Scranton, PA05.2012
Timeline
Overlay Portfolio Manager
Oppenheimer Asset Management
04.2021 - Current
Head/Senior Trader
Adhesion Wealth
04.2018 - 03.2021
Trader
Oppenheimer Asset Management
01.2013 - 03.2018
Bachelor of Science - Business Admin, Finance
University of Scranton
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