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ER #5134 is a portfolio manager responsible for individual equity and/or bond selection, rebalancing of large capitalization, value portfolios.

EXPERT ID: 5134

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Location:  US

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ADDITIONAL INFORMATION

 

Short Biography:

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


 

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Some of the Keywords entered by this Expert:

Improper Asset Allocation Senior Citizens Bonds Equity Liquidity
Equity Lack Of Appropriateness Appropriateness Time Horizon Stocks
Fixed Income Chartered Financial Analyst Diversification Liquidity Bonds
Appropriateness Finance Diversification Equity Lack Of Appropriateness
Bond Lack Of Appropriateness Stock


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