Kevin M. Gale

⬧ Direct the investment strategy for $2.5B fixed income assets invested for high net-worth individuals, institutional clients including insurance companies, pension plans and non-profit organizations and mutual fund accounts, including four-star rated Ancora Income Fund.

⬧ Implement strategic portfolio decisions for 500+ accounts through security selection and sector allocation while adhering to client-specific Investment Policy Statements and risk parameters.

⬧ Partner with clients and consultants to develop tailored investment objectives based on risk tolerance and income needs, while maintaining vital street relationships for all fixed income trading activities.

⬧ Shape firm-wide economic outlook as a member of the firm’s asset allocation committee and publish market research identifying emerging investment opportunities across markets.

⬧ Lead comprehensive fixed income operations spanning portfolio management, trading execution, and research across diverse asset classes including investment grade corporate bonds, treasuries, agencies, mortgage-backed securities, preferred stocks and municipal securities.

⬧ Led team of traders, portfolio managers and analysts in the overall management of over $4 billion of fixed income assets invested across institutional clients, high net-worth clients and common and collective funds.

⬧ Active member of firms Asset Allocation Committee setting the overall investment strategy for Key Private Bank.

⬧ Shaped investment approach across diverse fixed income sectors including corporate bonds, MBS, agencies, treasuries, and high-yield instruments while regularly publishing market research and presenting to prospects and clients.

⬧ Consistently outperform benchmark returns with over 85% of assets under management outperforming on a trailing three-year basis.

⬧ Oversaw portfolio management of $2 billion in money market assets that included over $1 billion in common and collective money market fund assets and the management of the state liquidity pool for a north- western state that was AAA rated by S&P.

⬧ Led efforts to implement all Dodd Frank regulations for Credit Derivatives trading including the clearing of certain transactions that began in June 2013 that included ensuring the accuracy of quarterly SEC filings for derivatives transactions for KeyBank.

⬧ Managed $8 billion leasing portfolio risk assessment that included sitting on the capital allocation committee ensuring maximum use of bank capital helping to increase return on equity.

⬧ Drove credit risk transfer activities that included buying and selling single name credit default swaps as well as IG and HY CDX indices.

⬧ Partnered with Treasury and Finance to execute strategic interest rate swaps and credit risk hedging strategies while overseeing all credit derivatives trading.

⬧ Led comprehensive risk management strategies for $22B loan portfolio, collaborating with senior leadership to establish appropriate risk tolerance levels and portfolio diversification.

⬧ Partnered with industry heads and executive team to develop portfolio diversification strategies, while maintaining oversight of $3B in credit default swaps and index instruments.

⬧ Worked closely with senior management, industry heads and various other sources to identify appropriate risk tolerance levels and diversification for KeyBank’s corporate loan portfolio.

⬧ Scrutinized loan covenant structures to ensure proper pricing, while performing in-depth credit analysis and partnering with leadership to establish strategic risk parameters.

⬧ Executed High Yield and Investment Grade credit trades using knowledge of credit fundamentals, technicals and market momentum.

⬧ Analyzed high yield and investment grade corporate credits across diverse sectors, developing fundamental and relative value trading opportunities.

⬧ Constructed detailed financial statement models to identify investment opportunities, while performing thorough due diligence for corporate debt issuances.

⬧ Partnered with senior management teams to gather critical market intelligence, supporting KeyBanc Capital Markets' debt issuance transactions with robust credit analysis.