Experience, Education and Skills

The Short Version

Ms. McNeill has worked for -

• One of the largest independent asset management firms on the West Coast, RCM Capital Management, under the supervision of Lee Price, Ph.D.,CFA, and Claude Rosenberg, Jr.
  
  
• A mid-sized mutual fund company, Fremont Investment Advisors, with guidance from Peter Landini, CFP, and Donald Farrar, Ph.D.
  
  
• The equity research department of Security Pacific Bank,
  and
  
  
• A small investment management firm based in Honolulu, catering to pension funds and high net-worth individuals.

Ms. McNeill graduated from U.C.Berkeley, majoring in finance and management science. She completed her exams to earn the Chartered Financial Analyst designation in 1989, while she was employed at RCM Capital Management.

Software experience and skills -

• Investment software and data systems: Vestek, Compustat/Research Insight, Wilshire Atlas, APT Optimizer, Northfield Information Systems, BARRA's Equity Portfolio Analysis systems, Factset, Advent's Axys, Bloomberg and Zack's Easy.
  
  
• Programming: HTML, Pascal, BASIC, FoxPro, and Knowledgeman DBMS. Currently learning PHP/MySQL.
  
  
• Office, web design, and graphics systems: Microsoft Office Suite, Dreamweaver MX, Adobe Photoshop CS2, Microsoft Digital Image Pro, and Quickbooks. Currently learning Adobe Illustrator.
  
  
• Adept in managing and manipulating large volumes of time-series data.

More Detail

Managed a large-cap enhanced equity index mutual fund, a mid-cap U.S. core strategy and an S&P 500 index portfolio. Duties included portfolio optimization and rebalancing, performance analytics, presentations and commentaries on performance and strategy, evaluation and selection of brokers, analysis and integration of research data and software tools, development of marketing and compliance materials and oversight of trading and backoffice activities.

Designed, backtested and implemented the investment strategies for structured equity products.

Member of the asset allocation committee for the Fremont Global Fund. Provided the committee with a monthly review and outlook for U.S. equities.

(Following Ms. McNeill's departure from full-time employment at Fremont, she continued to provide the firm's asset allocation committee with an economic analysis of U.S. equity markets.)

*****

Responsible for management and trading of equity portfolios for public, individual and small corporate clients.

Provided research to portfolio managers in Honolulu and Denver offices based on company's quantitative investment model. Backtested and implemented revisions to model, improving portfolio returns and sector diversification.

Created and marketed a consulting services product which quantified the client's stock selection methodology and integrated the results with BARRA and Northfield Information Systems portfolio construction models.

Managed the operations and equity investments of Denney & Denney prior to its purchase by Bidwell & Associates.

*****

Assisted the Director of Investment Strategy using various quantitative market measures to identify superior industries and asset mix guidelines. Provided firm-wide performance attribution information with a written analysis of monthly and year-to-date factors of return.

Designed a graphical, historical portfolio performance reporting and data management system.

Coordinated information system development efforts between the equity research/portfolio management and MIS/IT departments.

*****

Responsible for equity research for the retail and consumer non-durable sectors. Made quarterly presentations to Trust Department portfolio managers on sector holdings and recommendations.

Designed a database management system for analysis and graphic representation of Wall Street consensus opinions of future industry performance.

*****

Education, Experience & Technical Skills

Professional Investment Management Services

Cost

Contact Information