Bruce Ebel, CFA, CFP Tm

Experience

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  First National Bank of Chicago

  Jan 1979 - Jan 1981

  Equity Analyst, Officer

  Fundamental equity analyst; covered Airlines, Pollution Control, Metals, Hired by Gary Brinson in a bear market

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  Kemper Financial Services

  Jan 1981 - Jan 1987

  Mutual Fund Manager/ Associate Director of Research/ Vice President

  Youngest portfolio manager in the history of the firm with initial assignment in 1985, managing the Kemper Growth Fund; Assets rose from ~$300 MM to $450 MM; Participated in marketing trips and calls with wholesalers and large producers; Managed a team of 3 analysts as Associate Director of Research; Fundamental research analyst from 1981-1985, covering Industrial, Transportation, Energy sectors; responsible for buy/sell recommendations for all Kemper portfolios.

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  Kemper Financial Services/Kemper Asset Mgmt.

  Jan 1987 - Jan 1993

  Institutional Separate Account Portfolio Manager

  Managed ~ $2 B in active core equity for corporate, endowment, & municipal separate accounts; Responsible for strategy, stock selection, portfolio construction, all compliant with client guidelines and investment policy statements; Crafted and delivered quarterly investment review on balanced and equity accounts to client boards and internal sales and marketing teams; Successfully pitched new business using marketing materials I designed conveying differentiating factors of our philosophy & process. Show less

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  Loomis, Sayles & Company

  Jan 1993 - Jan 1999

  Vice President

  Core Equity and Large Cap Growth Portfolio Manager Managed an active core equity product; responsible for strategy, stock selection, portfolio construction, and performance; Managed endowment, corporate, municipal and Taft Hartley clients by building successful relationships; Co-managed New England Capital Growth Fund with Ken Heebner; Delivered written and oral quarterly updates to clients and prospects; public speaking engagements at conferences.

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  State Street Research

  Jan 1999 - Jan 2003

  PM Growth Equities/ Sr Vice President

  Member of large cap growth equity team managing $12 B in growth assets; Responsible for guideline-compliant portfolio construction, performance, and cash flow management; Managed 20 institutional client relationships across the globe;Wrote quarterly equity strategy and performance reviews; Particpated in frequent live media engagements, including CNBC Powerlunch; lead speaker in new business pitches; Revamped investment process discipline; member of product/channel evaluation committee; Successfully retained all clients during a PM transition Show less

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  LifePoint Financial Services

  Jan 2003 - Jan 2005

  Managing Director/ Consultant

  High Net Worth Consulting, Portfolio Management Consulting, Third Party Manager Evaluation; Founded and built diversified client base business, winning engagements in all three product areas

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  MEMBERS Capital Advisors, CUNA Mutual

  Jan 2005 - Jan 2009

  Senior Investment Officer, Portfolio Manager

  Managed active large cap growth portfolio; Responsible for portfolio construction & strategy. Designed and developed large growth investment philosophy, process and tools, resulting in increased Morningstar rating from 80th to 14th percentile from 2006 through 3/31/2009 on over $1 B in AUM.

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  Madison Investment Advisors

  Jan 2009 - Jan 2013

  Portfolio Manager, Vice President

  Large Cap Growth Equity Portfolio Manager; Core Equity Portfolio ManagerManage ~$500 MM in active long only large cap growth style; Responsible for strategy, portfolio construction, attribution, monthly written review, sales and marketing pitches; Investment strategy committee member responsible for equity market input; Asset allocation team member responsible for quarterly global asset class expected returns and outlook; Head of large cap growth team managing the philosophy, process, and analysts; Institutional core portfolio manager responsible for institutional client separate account; Covered call team member providing stock ideas for options trades; Stock idea contributor to high net worth product; Maintained 100% client retention throughout acquisition integration in 2009Investment strategy,asset allocation, large cap growth, institutional portfolio manager, alternative asset, covered call, high net worth Show less

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  Unaffilated

  Jan 2014 - Apr 2016

  Private Investor

  Managed individual balanced portfolios, equities, fixed, ETFs, mutual funds, alternativesPursued a variety of interests, including volunteer committee and board work, CFA Society of Chicago, Eugenie TerraceTownhouse Condo Association, et al.

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  Great Lakes Advisors, LLC

  May 2016 - now

  Client Portfolio Manager Multi Asset Strategies

  Provide Multi-Asset Strategies(MAS) portfolio solutions to institutional--foundation and endowment, association and ERISA clients--utilizing the proprietary multi-asset class capabilities of the Great Lakes Advisors teams. Meet quarterly with institutional client base. Directly responsible for customizing client portfolios based on client growth goals and liquidity needs. Directly responsible for ensuring client portfolios are invested according to Investment Policy Statement guidelines. Asset Allocation Committee voting member. Due diligence lead for all Alternative strategies. Content creator of monthly MAS review. Lead presenter in institutional finals new business opportunities. Participate in individual mandate investment meetings for large and small cap equity, disciplined equity, and fixed income, our internal capabilities. Show less