Hillary Sunderland, CFA, CKA

Experience

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  Aris Corporation

  Jan 2005 - Jan 2010

  Portfolio Manager

  -Responsible for trading client portfolios, writing investment proposals, reviewing account performance and consulting with financial advisors concerning various investment strategies. -Screened portfolios for socially responsible and faith-based mandates. -Conducted credit quality analysis on municipal and taxable bonds; managed $35 million in customized laddered bond portfolios.

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  Vicus Capital

  Jan 2010 - Jan 2016

  Chief Investment Officer

  -Conducted fundamental investment research as well as technical analysis on a wide variety of investments including mutual funds, stocks, exchange traded products, and individual bonds. -Managed a variety of asset allocation models including exchange traded product models, mutual fund models, tactical models, bond ladders, and hybrid model portfolios. -Provided high-quality strategic advice, research and analysis to over 80 financial advisors and their client base through conference calls and investment seminars. -Wrote portfolio commentaries and economic/market updates for financial advisors and clients.-Designed and implemented custom portfolio solutions for high-net-worth clients including tax transition strategies, tax location strategies, and highly concentrated position management.-Managed a five-member team, overseeing all aspects of trading, performance reporting, and investment proposal generation. -Worked closely with the executive team to develop and implement strategic and operational initiatives.-Managed and audited performance composites on model portfolios with an emphasis on the Global Investment Performance Standards (GIPS).Key Achievements-Developed a turnkey asset management platform from the ground up including selection and implementation of custodial relationship, performance reporting software, trading software, risk tolerance assessments, investment proposals, strategic asset allocation and tactical asset allocation portfolios.-Instrumental in quintupling assets under management to $940 million in just over five years. Show less

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  21:5 Financial Network

  Jan 2016 - Aug 2017

  Co-Founder

  Co-founder of 21:5 Financial Network - An independent, biblically-based investment newsletter firm. BRI Portfolio Management - Research economic data and stock market trends- Develop and maintain market trend and data algorithms- Conduct fundamental and technical analysis on mutual funds, ETFs and stocks. - Collaborate on the design and maintenance of investment portfolios for the firm's investment newsletterConsulting Services- Consult with independent financial advisors on strategic business planning to help them growth their practices- Provide investment research services to financial advisors Show less

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  LightPoint Portfolio Solutions

  Sept 2017 - now

  Chief Investment Officer
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  Beacon Wealth Consultants, Inc.

  Sept 2017 - now

  Chief Investment Officer

  -Lead all aspects of the firm's investment strategies including asset allocation analysis, manager selection & monitoring, portfolio construction, and trading strategies.-Conduct fundamental and technical analysis on a wide variety of investments including individual stocks, mutual funds, and exchange traded products.-Conduct exclusionary and positive impact screening on portfolios for adherence to faith and family values. -Work closely with wealth advisors to find appropriate investment solutions for individuals, businesses, trusts, and not-for-profit organizations. -Analyze fiduciary concerns, portfolio construction, and fees within 401(k) and church 403(b)(9) plans and recommend/implement solutions that adhere to a prudent process.- Maintain the firm's compliance with the Global Investment Performance Standards (GIPS) by managing data input, calculation methodology, composite construction, disclosures, presentation, and reporting.-Work closely with company executives to develop the firm's business strategy and to carry out the mission and vision of the firm. Show less