Robert Centrella, CFA

Experience

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  Bankers Finance Investment Mgmt

  Jan 1983 - Jan 1985

  Internal Auditor
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  Sovran Bank

  Jan 1985 - Jan 1987

  Financial Analyst
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  First American Bankshares

  Aug 1987 - May 1991

  Corporate Planning Officer

  Strategic Planning Financial Analysis and business segment review.Regional Peer bank analysisProfit and long-range planning analysis

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  Federal National Mortgage Assn

  May 1991 - Sept 1992

  Senior Financial Analyst

  Strategic Planning Financial Analysis and business segment review.Corporate Business Development

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  Foxhall Investment Management

  Oct 1992 - Apr 1994

  AVP, Portfolio Manager

  - Managed institutional and High Net Worth discretionary portfolios- Performed equity research for Growth style and made recommendations for stocks in Financial, HealthCare and Consumer and Cap Goods sectors.- Served on equity selection and investment policy committees- Responsible for client servicing

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  Gibraltar Advisors

  Apr 1994 - Jun 1996

  VP, Portfolio Manager

  - Managed balanced (Fixed + Equity) and equity-only portfolios for High Net Worth Individuals/Families and Institutional Clients- Provided research, portfolio management, asset allocation, trading and client serviciing- Worked with clients to develop investment objectives and invested client assets in appropriate asset classes and styles- Provided equity research as a Generalist for both Growth and Value portfolios- Constructed and implemented the firm's Growth stock investment philosophy emphasizing high quality companies selling at attractive prices relative to EPS growth- Member of Investment Policy Committee that made all equity buy/sell decisions and set asset allocation for balanced accounts- Delivered marketing and new business presentations to existing clients and prospects- Responsible for client servicing and relationship management Show less

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  MacKay Shields LLC

  Jul 1996 - Jun 2009

  Managing Director

  Responsible for portfolio management and fundamental equity research for $40 Billion asset manager including both institutional separate accounts and mutual funds (NY Life Mainstay family of funds). Promoted to Managing Director and Co-Manager of all funds during 3/06. Growth assets ranged from $3 Billion to $15 Billion during my tenure. * Co-Manager of Large Cap and Mid Cap Growth funds (4/06-7/09) (AUM: $2 Billion)* Lead Manager All Cap Growth Fund (1/05-7/09). (AUM: $500 M)* Lead Manager of Small/Mid Cap Growth (1/99-7/09) (AUM: $150 million) - 10-yr LT record above relevant benchmarks* Member of Asset Allocation committee of Mainstay Total Return Fund. Allocated assets among equities (domestic and int'l), fixed income, high yield and convertibles. (AUM: $700 Million)* Co-supervised team of 4 equity analysts/PMs organized across all sectors* Equity Generalist with primary industry coverage in Financial, Industrial/Cap Goods, Healthcare, Materials and Energy Sectors* Assisted in developing and building Mid-, Small-, and Smid-Cap Growth platforms at the firm* Performed client servicing and relationship management for both institutional and retail related clients* Delivered new business and marketing presentations for equity products Show less

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  R&A Ltd

  Oct 2009 - Jan 2010

  Senior Managing Director

  * Portfolio Manager and sole proprietor of family Domestic Equity Long/Short Funds. Perform all research, trading and management functions.

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  Forza Investment Advisory, LLC

  Jun 2010 - now

  Managing Partner and President

  Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm that provides fee-only investment advisory and portfolio management services to private clients and select institutions. As an independent RIA, Forza provides customized investment plans for each of our clients including Investment Policy Statements, Asset Allocation, Portfolio Construction and monitoring, and performance reporting. Forza also provides its investment management service to other Investment Advisors on a consulting basis. Show less