Jim Russo

Experience

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  Dreyfus

  Apr 1987 - Dec 1994

  Equity Analyst - Consumer

  Equity Analyst covering food, beverage, tobacco, supermarket, restaurant, retail, and services.Followed over 100 small, mid, and large cap companies.Built and maintained detailed financial models on 60 companies, including Heinz, Pepsi, Tyson, and Sysco. Recommended appropriate investments to a team of portfolio managers.Mentored several younger analysts. Helped them start up coverage by reviewing their models, joining them on company visits, and reviewing their recommendations. Show less

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  J.P. Morgan Private Bank

  Dec 1994 - Feb 2006

  Actively picked stocks on four large cap US equity accounts with $500 million in assets from 1996 through 2000 that outperformed the composite of similar mandates by more than 1%.Managed 30 relationships with approximately $9 billion AUM. Successfully retained a significant percentage of client assets after a three-year period of extreme underperformance.Developed a new platform of monthly updates and quarterly reports for client communication. Developed, created, and marketed an Analyst Fund and a Large Cap Value Strategy that raised nearly $3 billion as the lead Client Portfolio Manager. Show less Made company recommendations to the investment team. Provided the industry framework, identified suitable investments, and gave insight into investment timing.Exchanged information on company and industry trends with European and Asian counterparts as the US member of the global auto team. Traveled extensively with the team to build a global industry model. Analyzed and maintained a model allocation in the consumer cyclical sector of the portfolios, including autos and miscellaneous consumer cyclicals.Met with and interviewed all levels of management, toured factories, established contacts with customers and suppliers, attended trade shows, reviewed trade journals and sell-side research.Built and maintained detailed financial models on 35 companies, including Ford, Masco, and Mattel. Used research to compute inputs for the firm’s model. Show less

  • VP- Third Party Manager Due Diligence

    Jun 2003 - Feb 2006

  • Portfolio manager

    Mar 1996 - May 2003

  • Equity Analyst - Consumer Cyclicals

    Dec 1994 - Mar 1996
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  AllianceBernstein

  Feb 2006 - Apr 2009

  Senior Portfolio Manager

  I was a Senior Portfolio manager in the US Small Cap Growth Group. This role included:Representing the US Small and SMID Cap Growth Strategies to all major constituencies, including institutional clients, sub-advisors, pension consultants, and the internal sales force.Analyzing performance attribution and portfolio activity to create all quarterly client servicing materials, including client letters and presentation booklets.Delivering new business presentations to pension consultants, institutional prospects, and third-party due- diligence teams, securing placement on the J.P. Morgan Retirement Plan Services Platform, ultimately resulting in a funded mandate from Coca Cola Enterprises.Researched and co-authored The Case for SMID Cap, a white paper and presentation booklet that articulated the investment rationale for SMID Cap as an asset-class in its own right.Organized a comprehensive review of the AllianceBernstein quantitative model that led to improved effectiveness through the addition of a new factor and a re-optimization of existing factors. Show less

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  Crewcial Partners LLC ®

  Aug 2009 - Sept 2023

  Senior Investment Consultant

  This role includes:Perform asset allocation modeling, manager due diligence, spending policy analysis, and client service. Active in the new business process by presenting to investment committees in “finals” situations. Successfully won 23 new relationships for the firm representing more than $2 billion in assets and $3 million in client revenue.Serve as the senior investment consultant and main client contact on 22 relationships primarily in the US not-for-profit space, but also including defined benefit and ultra-high-net worth.Travel extensively meeting with clients to give portfolio reviews and investment recommendations to committees comprised of a broad group of investment professionals.Write extensively to communicate with prospects and clients on investment topics including asset allocation, investment manager recommendations, and the financial markets. Show less

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  TIFF Investment Management

  Sept 2023 - now

  Jim Russo joined TIFF in 2023 and serves as a Director in the Member Strategy Group. He works with members to identify an asset allocation strategy that best matches their distinctive risk and return considerations. He further refines this through portfolio implementation to ensure that the TIFF strategies used in portfolios are aligned with each members investment objective and mission.

  • Executive Director, Client CIO Group

    Oct 2023 - now

  • Director - Member Strategy

    Sept 2023 - now