Stephen Church
San Diego,CA
Summary
Portfolio Manager bringing 12+ years of experience in capital market, credit analysis and portfolio strategy. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities. Experienced developing and implementing tailored investment strategies. Utilizes analytical and quantitative skills to identify and capitalize on market opportunities. Strong understanding of risk management principles and asset diversification.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Chandler Asset Management
03.2022 - Current
- Responsible for implementing portfolio strategy and securities trading in client accounts as well as supporting the investment management team with portfolio and fixed income/credit research to assist in the firm’s market outlook
- Specialize in asset allocation, portfolio structure, credit analysis, security selection, and risk adjusted returns.
- Member of the Quantitative Analysis Committee as well as the Credit Committee
- Multiple roles in both active fixed income with a total return focus and quantitative fixed income with a model driven investment philosophy
- Manage and oversee 40+ institutional portfolios/accounts for municipalities throughout California
Associate Portfolio Manager
HearthStone Wealth Management
11.2019 - 02.2022
- Provide research on economic and market conditions, trends, asset classes, individual investments, and investment strategies
- Oversee firm trading, management, monitoring, and rebalancing of all strategies
- Preparation and participation in delivery of financial services/proposals.
Research Analyst – Portfolio Evaluation Group
Fisher Investments/Private Client Group
12.2017 - 11.2019
- Achieved within top quartile by accomplishing goals and department metrics while driving majority of workload requirements and responsibilities
- Direct crucial financial planning activities, conduct monte carlo analyses, assess new account funding and execute cost basis analysis while evaluating annuities and determining commendations for appropriateness to surrender while ensuring compliance with fiduciary protocols
- Initiated specialized solutions by analyzing clients’ financial and/or tax circumstances and creating cutting edge strategies based on results
- Drove profitability while supporting European expansion efforts by introducing state-of-the-art initiatives and assisting with various crucial projects as required
- Ensured ongoing sustainability of organization and defined appropriate asset allocation and benchmark recommendations by assessing investments objectives, portfolio holdings, time-horizon, and cash flow needs
Research Associate – Portfolio Implementation
Fisher Investments/Private Client Group
01.2014 - 11.2017
- Maintain and implement specific portfolio strategies for all clients
- Consistently within top quartile in terms of production, accounts traded, and accounts cleared
- Specialized in manually implemented accounts, or "custom accounts," which required deeper analysis due to various mandates.
- Specialize in maximizing value for clients by minimizing tax implications and commission costs while maintaining the integrity of the portfolio
Education
Bachelor of Science - Business Administration, Business Management, Business Marketing
The University of Arizona/Eller School of Business
Tucson, AZ12.2012
International Business Administration -
Anglo-American University
12.2011
Skills
- Microsoft Excel/SQL
- Fixed Income Portfolio Management
- YCharts
- Bloomberg Terminal
- Client Relationship Management
- Investment Strategy
- Portfolio Construction and Management
- Equity Valuation
- Credit Risk Management
- Quantitative Analysis
- Structured Products
- Credit Analysis
Accomplishments
- Arizona Excellent Academic Scholarship recipient
- Boy Scouts of America – Eagle Scout/Alumni member of Troop 237
Awardsskills
- CFA Level 1 Passed. Currently a Level 2 candidate.
- Series 65 – Registered Investment Advisor Representative – CRD #6878939
- Proficient in Microsoft Excel/Access, SQL, Morningstar Office/TRX, YCharts, Bloomberg (Terminal)
Activities
- Boy Scouts of America – Eagle Scout/Alumni member of Troop 237
- Meals on Wheels of San Diego
- CFA Society of San Diego
- Golf, Surf, Football, Baseball, Travel
Certification
- Series 65 – Registered Investment Advisor Representative – CRD #6878939
Timeline
Portfolio Manager
Chandler Asset Management
03.2022 - Current
Associate Portfolio Manager
HearthStone Wealth Management
11.2019 - 02.2022
Research Analyst – Portfolio Evaluation Group
Fisher Investments/Private Client Group
12.2017 - 11.2019
Research Associate – Portfolio Implementation
Fisher Investments/Private Client Group
01.2014 - 11.2017
International Business Administration -
Anglo-American University
Bachelor of Science - Business Administration, Business Management, Business Marketing
The University of Arizona/Eller School of Business
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