1993 – Present NEW YORK INSTITUTE OF FINANCE
Instructor, Financial Statement Analysis and Security Analysis
Teach a wide range of students, the majority being new entrants to the Financial Services Industry.
Portfolio manager with over thirty years of experience producing strong results for a variety of portfolios. Demonstrated ability to apply a combination of fundamental and technical disciplines to achieve superior returns to those of competitors and benchmarks. Extensive marketing experience with clients and consultants in the separately managed account business. Now, I have taken my career in a new and exciting direction.
Energy and Materials sectors expertise
Portable analytical skills
Providing strategies to help meet our clients' total financial picture.
Start-up investment management firm headed up in New York by Ralph Acampora.
Managed U.S. dollar and Euro denominated portfolios of ETFs.
1995 – 2008 MORGAN STANLEY INVESTMENT MANAGEMENT (New York)
Successfully managed a variety of investment funds.
2007- 2008 Portfolio Manager, Executive Director, Morgan Stanley Natural Resource Fund
Exclusive manager of a $125 million sector fund. Morningstar rank of 34 Jan. 1 to Oct 31, 2008, with the best performance coming in the latest down months.
2003 – 2006 Portfolio Manager, Vice President, Morgan Stanley Total Return Trust
Exclusive manager of a $170 million fund. Turned a chronically under-performing fund into a competitively ranked portfolio, through a quantitative and technical process of selecting solid growth companies at a reasonable price.
2001 – 2003 Portfolio Manager, Vice President, Morgan Stanley Competitive Edge Fund
Principal manager of $1.2 billion flagship fund. The fund’s aim was to enhance performance over an equally weighted benchmark of the top-rated Morgan Stanley research ideas. The fund consistently exceeded its goal by 150-200 basis points annually.
1998 – 2001 Portfolio Manager, Vice President, Morgan Stanley Precious Metals Fund
Sole manger of $50 million sector fund. Improved the fund’s performance from bottom quartile to top quartile in Lipper rankings.
1995 – 1998 Manager, Portfolio Advantage Group
Managed the “wrap” portfolio product. Supervised a team of eight portfolio managers and managed over 200 portfolios. Produced market-beating performance. Conducted regular client meetings and marketed to FAs and prospective clients.