Kelly Rinker Evans, CFA

Experience

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  OPERS

  Jan 1997 - Jan 1999

  Junior Equity Analyst

  Researched and analyzed equity investment opportunities in the financial sector.Met with company managers and sell-side analysts to better understand and project industry trends, product sales, and company earnings.Made Buy/Sell decisions using earnings projections, valuation techniques, economic expectations, and special events.Provided verbal and written recommendations to portfolio managers concerning individual stock selection as well as industry weightings, delivering consistent outperformance versus the financial sector. Show less

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  AXA Advisors, LLC

  Jan 2000 - Jan 2003

  Financial Advisor

  Conducted financial analysis for prospective and existing clients in the areas of asset allocation, retirement planning, survivorship needs, education planning, and long-term care insurance. Marketed and sold 403(b) retirement plans to public school employees.Monitored account investment performance and provided ongoing service to clients.

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  Huntington National, Bank

  Jan 2004 - Jan 2007

  Fixed Income Trader/Equity Analyst

  Analyzed and purchased tax-exempt municipal bonds for all pertinent client accounts within approximately $10B Huntington Trust department. Researched and analyzed equity investment opportunities within the insurance and consumer finance industries of the financial sector.Utilized top-down economic forecast and fixed income strategy to select individual bonds that would best position client fixed income portfolios for outperformance.Assisted with the management of several proprietary municipal mutual funds (both money market and NAV); served as fully functioning back-up for day-to-day operations and fund management during municipal fund manager's absence.Served on Fiduciary Funds Subcommittee to help monitor risks affecting money market instruments held in proprietary mutual funds.Provided verbal and written recommendations to roughly 50 trust portfolio managers concerning individual stock selection, delivering performance results that consistently outperformed the financial sector. Show less

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  Huntington National Bank

  Jan 2007 - Jan 2014

  Senior Portfolio Manager & Assistant Vice President

  Manage approximately $150 million in client Trust department assets for a cross section of high net worth individuals, fiduciary trust accounts, pension plans, endowments, and foundations.Develop and implement portfolio management strategies consistent with client objectives and risk tolerance, while incorporating top-down economic outlook and Investment Policy Committee recommendations regarding tactical asset and sector allocation to produce consistent outperformance relative to relevant benchmarks.Work with clients to implement risk mitigation strategies to address issues such as stock concentration, low cost basis, and emotional attachment.Serve on rotating-member Portfolio Risk Committee to help monitor portfolio manager compliance with applicable policies and regulations, analyze portfolio return dispersion, and reduce fiduciary risk to the organization by recommending actions for handling unique portfolio management situations. Work with brokerage and relationship management staff to develop new business. Show less

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  PNC

  Mar 2015 - now

  Responsible for leading the initiative to develop GIPS-compliant composites for PNC's Asset Management Group; working with third-party verifiers to conduct the initial and ongoing GIPS Verification Audits; ensuring proper use of GIPS composites in any Request for Proposals or marketing materials; keeping current with GIPS and performance reporting standards; providing training and subject matter expertise to internal teams as it relates to GIPS and composites; and developing and maintaining all policies, disclosures, and GIPS-required documentation. Show less

  • Investment Performance Manager

    May 2017 - now

  • Product Manager

    Mar 2015 - May 2017