Chris Jernstrom

Experience

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  McKinley Capital Management

  Jan 2002 - Jan 2003

  Investment Operations Assistant

  - Prepared and distributed daily performance reports to the portfolio management team.- Created attribution and exposure reports on domestic, international, and global investment strategies.- Generated research on financial companies for the domestic small cap growth strategy.- Provided risk management support to the Chief Compliance Officer in ensuring adherence to client investment guidelines.

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  HighMark Capital Management

  Jan 2003 - Jan 2011

  - Managed equity, fixed income, and multi-asset separate accounts for institutional and private wealth clients.- Communicated performance, investment decisions, and economic outlook to clients.- Analyzed, selected, and managed equity and fixed income securities using both quantitative and qualitative criteria.- Evaluated economic and capital markets data to make tactical investment decisions for client portfolios.- Acted as front-office subject matter expert for all technology and operations projects including order management, portfolio accounting, and client reporting.- Drove revenue growth through the expansion of current client relationships and the acquisition of new clients. Show less - Chaired Manager Review Committee which is responsible for the selection and monitoring of external investment managers and the creation and management of strategy models.- Built and managed a mutual fund wrap platform with over 500 separate accounts and generated trades for manager changes and tactical asset allocation shifts.- Worked with the Director of Investments to centrally trade a domestic large cap equity strategy used with institutional clients.- Contributed to the design, architecture, and implementation of an order management system and supported the usability and training of end users. Show less - Provided trading support to Portfolio Managers in raising/investing cash and rebalancing portfolios.- Created client review presentations and helped Portfolio Managers communicate investment strategy to clients.- Created portfolio rebalancing tools utilized by the entire firm which helped keep portfolios in-line with security and asset allocation targets.- Provided support to eleven Business Development Officers with the analysis of prospective client portfolios and the creation of sales presentations.- Supported Institutional and Private Wealth Channel Managers with investment model maintenance and strategic plan deliverables.- Supplied Managing Director and HighMark CEO with distribution channel reporting and analysis. Show less

  • Portfolio Manager

    Jan 2008 - Jan 2011

  • Portfolio Analyst

    Jan 2006 - Jan 2008

  • Portfolio Assistant

    Jan 2003 - Jan 2006
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  Russell Investments

  Jan 2011 - Jan 2017

  - Designed, implemented, and managed multi-asset derivative portfolios for large institutional investors including public and corporate pension plans- Specialized in liability-hedging, synthetic mispricing, and portable alpha overlay strategies utilizing listed futures, currency forwards, and total return, credit, and interest rate swaps.- Communicated portfolio changes and performance results to plan staff, consultants, and investment committees- Investment papers: Hedge Long First: Implementation examples (2016)- Conference presentations: Russell Investments Institutional Summit (2015); Canadian Investment Review Investment Innovation Conference (2015); Benefits Canada DB Investment Forum (2015) Show less

  • Senior Portfolio Manager

    Jan 2016 - Jan 2017

  • Portfolio Manager

    Jan 2011 - Jan 2016
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  Terra Trekkers

  Jan 2017 - Jan 2018

  "Chief Operations Officer"

  Year-long sabbatical to travel the world with our kids.See our adventure at www.terratrekkers.com and www.instagram.com/terra_trekkers.

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  Ironstream Capital

  Dec 2017 - now

  President and Chief Investment Officer

  Ironstream Capital, LLC was founded by Chris Jernstrom and provides comprehensive investment management services. We design, build, and manage multi-asset investment solutions focused on companies who demonstrate sustainable environmental and social practices. Ironstream’s investment solutions are specifically designed to meet the unique investment goals, risk tolerance, and financial objectives of individual investors.