Tobin Hunsinger, CFA

Experience

• 

  Salomon Smith Barney Consulting Group

  Oct 1996 - Apr 2003

  VP, Senior Research Analyst

  Researched and recommended investment managers for institutional clients and for SSB’s retail separately managed account and mutual fund programs.

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  Deutsche Bank

  Apr 2003 - Sept 2016

  Managed U.S.-based Global Manager Research team and led due diligence effort on traditional, long-only equity and fixed income strategies, including retail and institutional separate account managers, mutual funds, ETFs, and offshore investment vehicles.• Directly supported many of the firm’s most senior investment consultants and advised the firm’s largest institutional and high net worth clients and prospects.• Supported CIO-U.S. Private Bank in selection of investment managers and mutual funds for discretionary portfolios.• Broadened research coverage, revamped roster of investment managers and funds with emphasis on identifying best-in-class investment strategies, and enhanced internal procedures and controls.• Established coverage of alternative mutual funds to provide clients with liquid, alternative investments. Show less Evaluated and recommended investment managers and mutual funds for institutional and high net worth clients of Deutsche Bank Alex Brown and Deutsche Bank Private Wealth Management.• Assumed lead role in search process and managed the engagement of new sub-advisors for and the termination of underperformers from the DBAB managed account platform.• Introduced industry best practices including new operational procedures and analytical practices to enhance the quality of research and integrity of the program.• Enhanced the communication of quarterly investment performance to the field with the introduction of in-depth performance attribution analyses and commentaries. Show less

  • Director, Global Manager Research

    Sept 2005 - Sept 2016

  • Vice President, Senior Research Analyst

    Apr 2003 - Sept 2005
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  Alex. Brown, a division of Raymond James

  Sept 2016 - Oct 2020

  Director, Product Advisory Group

  Advised Alex. Brown Client Advisors in building high net worth, UHNW, family office, and institutional client portfolios and in the selection of underlying separate account managers, mutual funds, and offshore fund vehicles. • Interfaced with Raymond James research teams to ensure high-conviction products are well represented in Alex. Brown client portfolios, resulting in increased client business and revenue year over year. • Collaborated with AB teams and RJ Institutional Fiduciary Solutions team on OCIO mandates for Alex. Brown clients. • Conducted client-specific manager/fund searches for AB clients when suitable solution is not available on RJ platform. • Led special research projects to support key AB clients and client-facing professionals (including the development of an ESG-mutual fund recommended list and an offshore funds model portfolio). Show less

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  Raymond James

  Mar 2022 - now

  Director, Private Wealth Portfolio Consulting