Andrew Shafter

Experience

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  Banc One Capital Markets

  Jan 1997 - Jan 2001

  Managing Director

  Head Trader, High Grade/Crossover Fixed Income. Have experience trading in all sectors and products types for high grade and crossover world.

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  Bank One

  Jan 1997 - Jan 2000

  Managing Director
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  Goldman Sachs (SLK Company)

  Aug 2001 - Dec 2007

  Producing National Sales Manager

  An Institutional Fixed Income Salesperson covering a variety of clients that included Money Managers, Hedge Funds, Insurance Companies, and State Funds. Focus was on corporate credit and covered the entire rating spectrum. Was actively involved in Investment Grade, Cross-over, and High Yield debt. In addition, provided insight and guidance to over 30 salespeople in 10 offices. I worked for SLK, a Goldman Sachs Company.

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  Longfellow Investment Management Co.

  Jan 2009 - Feb 2013

  Senior Analyst-Product Manager-Portfolio Manager

  I joined LIM as a credit analyst with focus on utilities and telecommunications. I engaged in many of the client attribution reports, presentations and reviews, including consultant relations. My role expanded to being product manager and part of the portfolio management team for our Merger Arbitrage Strategy that was in a subadvised 40 act fund

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  Community Capital Management

  May 2013 - Dec 2022

  Portfolio Manager/Client Portfolio Manager/National Accounts Manager

  I joined CCM as a Portfolio Manager responsible for the merger arbitrage sleeve of our liquid alternative mutual fund. While serving in this capacity, I actively engaged with all distribution channels promoting both of CCM’s mutual funds and capabilities. With the growth and interest in SRI/ESG Investing, I have transitioned my role to become a Client Portfolio Manager. I actively engage with Institutional Clients, High Net Worth Individuals, Family Offices, Consultants, Platforms, Endowment & Foundations, and Models. I present frequently to the above mentioned groups and attend many conferences. I am well versed in how to incorporate various strategies into the portfolio construction and allocation process. In addition to my role as a Senior Client Portfolio Manager, I serve CCM as National Accounts Manager Show less

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  Manulife Investment Management

  Dec 2022 - now

  Managing Director

  I serve as a client portfolio manager for the firm's short duration, core, and core plus fixed income strategies. My primary focus is working with the firm's business consultants whom service the wirehouse, independent, and RIA channels.