Partner, Portfolio Manager, Head of Fixed Income Resume Example

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Professional Summary
Twenty plus year career in asset management in both small and large investment firms.  Experience in portfolio management, fixed income research and trading, as well as equity analysis.  Strong track record managing fixed income and specialty finance equity for hedge funds, mutual funds, an institutional accounts.
Work History
06/2005 to Current
Partner, Portfolio Manager, Head of Fixed IncomeClough Capital PartnersBoston, MA

Portfolio Manager for three closed end mutual funds with total assets under management of $1.75 billion. 8 year track record of exceeding benchmarks. Responsible for the daily management of securtity selection and allocation, cash and collateral management, and monitoring of risk controls.  Write quarterly letters, present at quarterly board meetings, and support any marketing and business development objectives. The Clough Global Dividend and Income Fund, Clough Global Equity Fund, and Clough Global Opportunities Funds are all long/short strategies that invest in global equities and fixed income.

Head of Fixed Income. Responsible for setting strategy, security selection, and allocation of fixed income assets across all Clough mutual and hedge fund products.  Execute all trading of Clough fixed income securities.  Funds invest up to $750 million in US Treasuries, mortgage backed securities, as well as global investment grade and high yield corporate bonds.  Successfully avoided problem credits during the financial crises of 2008 and 2009.  Have established long term track record of attractive returns with prudent levels of risk.

Equity Analyst.  Manage coverage of high yielding specialty finance companies. Twelve year track record of producing superior returns in publicly traded Business Development Companies, Residential Mortgage Backed REITs, and Commercial Mortgage Backed REITs.  Developed and maintained solid relationships with numerous management teams as well as sell side coverage in the sector.

05/1998 to 06/2005
Assitant Vice President, Fixed IncomeWellington Management CompanyBoston, MA

Portfolio Analyst for four portfolio managers in Wellington's Core Bond team. Responsible for portfolio construction, modeling hypothetical trades, as well as daily risk control procedures.  Managed trade process between portfolio managers and trading desk.  Participated in internal investment and strategy meetings as well as presentations to clients, perspective clients, and investment boards.

Wellington Core Bond team managed $140 billion in assets.  Clients included mutual fund companies, insurance companies, pension funds, and endowments.  The Core Bond team invested in US Treasuries, mortgage backed securities, commercial mortgage backed securities, and investment grade corporate bonds.

05/1994 to 05/1998
Account SupervisorInvestors Bank and Trust CompanyBoston, MA

Managed a staff of four custody and fund accountants.  Staff was responsible for the daily net asset value calculations of domestic and international mutual funds for the firm's Solomon Brothers relationship.  Set daily procedures in fund accounting, trade settlement, as well as cash and asset reconciliations with third parties.  

Master of Science: Finance
Northeastern University - Boston, MA
Received award for highest grade point average in graduating class.

Bachelor of Arts: Economics
Boston College - Chestnut Hill, MA

Resume Overview

Companies Worked For:

  • Clough Capital Partners
  • Wellington Management Company
  • Investors Bank and Trust Company

School Attended

  • Northeastern University
  • Boston College

Job Titles Held:

  • Partner, Portfolio Manager, Head of Fixed Income
  • Assitant Vice President, Fixed Income
  • Account Supervisor


  • Master of Science : Finance
    Bachelor of Arts : Economics

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