Assistant Vice President, Investments
Christiana Trust, a Division of WSFS Bank
Facilitate the management of several multi-million dollar portfolios for high net worth families and institutions, with responsibility for more than 50 relationships with combined assets in excess of $100 million. Contribute to the development and maintenance of an effective fixed income and equity investment process as a member of the Trust Investment Committee. Establish a personal client relationship and the development of an investment policy statement that clearly defines the investment manager's roles and meets the client's investment objectives, liquidity needs, time horizon, risk tolerance, legal requirements and any unique needs or circumstances. Employ active and passive investment strategies in multiple styles, conducting company and industry analysis throughout various asset classes in order to build complete investment portfolios. Assist in the development of a large capitalization equity model portfolio as a security analyst for the materials, consumer discretionary, consumer staples and industrial sectors within the GICS framework. Build individualized laddered fixed income portfolios of investment grade corporate, agency and government debt obligations. Execute fixed income and equity trades for client relationships as part of the portfolio management process. Enhance the value of current client interactions and generate new relationships through the creation of weekly and quarterly investment commentary.