Robert Rossetti

Robert Rossetti

Summary

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.

  • Manage risk

  • Energy and Materials sectors expertise

  • Portable analytical skills

  • Personable

Work History

Work History
Jan 1993 - Present

Instrutor

http://www.nyif.com

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.

Dec 2011 - Present

Representative

MetLife

Providing strategies to help meet our clients' total financial picture.

Sep 2009 - May 2011

Portfolio Manager

Altaira Investment Solutions

Start-up investment management firm headed up in New York by Ralph Acampora.

Managed U.S. dollar and Euro denominated portfolios of ETFs.

May 1995 - Nov 2008

Executive Director

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.

Education

Education

MBA

Long Island University

Skills

Skills

Technical Analysis

Certifications

Certifications

CFA

AIMR