Mr. Paul F. Rodgers, CFA
Mr. Paul F. Rodgers, CFA
Gold Leaf Capital Management, Inc.
29712 Sylvan Drive
Willowick OH, 44095
ER #5134 is a portfolio manager responsible for individual equity and/or bond selection, rebalancing of large capitalization, value portfolios.
440 943 4980
BIO / Resume / CV:
PAUL F. [[[[RODGERS, CFA]]]] EMPLOYMENT: Gold Leaf Capital Management, Inc., Cleveland, Ohio: 1998 present Founder, owner, and portfolio manager responsible for individual equity and/or bond selection, rebalancing, and quarterly performance reporting of large capitalization, value portfolios. Gold Leafs investment philosophy is that of capital preservation achieved through the purchase of lower risk securities. First Fiduciary Investment Counsel, Cleveland, Ohio: 1997 1998 Portfolio manager responsible for individual equity selection, rebalancing, and quarterly performance reporting of large capitalization, value portfolios. National City Corporation, Cleveland, Ohio: 1988 1997 Institutional Portfolio Manager, Asset Management Group (AMG): 1992 1997 AMG team member responsible for individual equity selection for the Armada Equity Fund, AMG Model Portfolios, and selected charitable endowment accounts. Duties include establishing risk/reward objectives with clients, selecting securities, rebalancing portfolios, and regularly communicating performance through written reports and oral presentations. Additionally responsible for managing a bank acquisition fund targeting smaller cap banks likely to be acquired. Responsible for solicitation of additional money. Personal Portfolio Manager: 1990 1992 Portfolio manager responsible for asset allocation, investment selection, rebalancing, and performance reporting for a variety of personal, taxable accounts with aggregate assets of $200 million. Managed a number of charitable endowment funds and solicited new money. Equity Analyst: 1988 1990 Equity analyst responsible for buy/sell recommendations on beverage, insurance, telecommunications, and electric utility industries. Beverage analysis focused on unit volume growth, pricing, margin improvement, and uses of free cash flow. Insurance analysis focused on underwriting profitability and market niches. Telecommunications analysis focused on shifts in the regulatory environment and cellular operations. As an analyst, revitalized my industry groups with the addition of new investment names. Research at National City stressed fundamental analysis. EDUCATION: Case Western Reserve University: January 1988 Degree: MBA, Concentration: Finance University of Detroit: May 1979, Summa Cum Laude Degree: BA, Double Major: English and philosophy
Chartered Financial Analyst Cfa Mba Equity Equities Stock Stocks Bond Bonds Fixed Income Diversification Lack Of Diversification Finance Lack Of Suitability Lack Of Appropriateness Suitability Appropriateness Asset Allocation Improper Asset Allocation Time Horizon Liquidity Senior Citizens Improper Diversification
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