Marc Pezzuto, CFA

Experience

• 

  Investor's Bank & Trust Company

  Sept 1996 - Aug 1998

  Mutual Fund Accountant II

  Operations position where I supervised and coordinated activities for staff of six.

• 

  Batterymarch Financial Management

  Aug 1998 - Jul 2014

  Portfolio Construction, Product Development, Quantitative Research, Risk Management, Quantitative Diagnostic Analysis, Model Generation, Factor Selection, Index Replication, Portfolio Attribution, Asset Allocation Operations position, assist traders, portfolio managers, and fellow assistant portfolio managers in all aspects of account management.

  • Quantitative Analyst

    Feb 2005 - Jul 2014

  • Assistant Portfolio Manager

    Aug 1998 - Feb 2005
• 

  Hartford Investment Management Co. (HIMCO)

  Apr 2015 - May 2017

  Vice President - Portfolio Manager Passive Equity

  Passive Investing, Quantitative Active Management, Hedging Strategies, Risk Management, Data Integrity, Portfolio Construction, Product Development, Model Validation

• 

  Cadence Capital Management LLC

  Feb 2018 - Nov 2020

  Operations Specialist

  • Daily cash and share reconciliation• Generate trade for portfolio rebalances.• Trade entry and cash management• Trade settlement and exception processing, including researching and resolvingcomplex trade issues and problems• Corporate actions processing• Serving as the primary point of contact for creating, verifying and distributingdaily reports to the investment team• Support of monthly and quarterly client reporting

• 

  Congress Asset Management

  Dec 2020 - Jun 2022

  Senior Operations Analyst