Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Richard Mckay

Pacific Palisades,CA

Summary

Very hardworking and reliable individual who prides themselves on being an honest and straight forward person with a great sense of humor. Responsible, very organized, proactive and punctual. I take pride in my work, and have great team work experience as well as management experience.

Overview

21
21
years of professional experience

Work History

Portfolio Manager

Rubicon Capital Group
Los Angeles , CA
2003.01 - Current
  • Co Managed a small cap value hedge fund. Developed and implemented portfolio strategies to meet the funds short-term and long-term financial goals.
  • Established relationships with external fund managers as well as sell side analysts and brokers to help improve the funds performance.
  • Negotiated terms of contracts with brokers, vendors, and other service providers.
  • Provided advice on investment opportunities based on individual client profiles.
  • Assessed potential investments using fundamental and technical analysis techniques.
  • Executed trades using our own in house systems as well as outside brokers to provide maximum efficiencies.
  • Attended industry events to meet the management teams of the small cap companies we were investing in as well as the companies we were analyzing.
  • Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
  • Used hedging to mitigate financial risks related to our long and short portfolio.

Education

Bachelor of Arts - Economics

York University
Toronto, Canada
1964-05

Skills

  • Identifying opportunities
  • Financial Analysis
  • Data Acquisition
  • Hedge fund management
  • Client Relationship Management
  • Client Relations
  • Technical Analysis

Affiliations

  • Tennis, golf, scuba diving,chess,texas holdem.

Timeline

Portfolio Manager

Rubicon Capital Group
2003.01 - Current

Bachelor of Arts - Economics

York University
Richard Mckay