Allen Margolius

About Allen Margolius

Mutli-asset class portfolio manager with a strong track record of raising and managing assets while building relationships with institutional clients, consultants, wealth advisors, and high-net-worth individuals. I have extensive generalist experience researching multiple sectors, interacting with C-level executives, and collaborating with advisory, trading, marketing, and operations colleagues. Lastly, as a member of the Investment Committee, I perform due diligence and actively interview and select investment managers to include in asset allocation models.CORE COMPETENCIESPortfolio Management | Equities | Fixed Income | Manager Due Diligence | Asset Allocation | Client Relationship Management | Fundamental Research | Builds Bond Ladders | Security Selection | Business Development | Trading | Operations | Compliance

Experience

1. Managing Director, Portfolio Manager

   Webster Bank

   Nov 2024 — Present

Education

• The Wharton School

  Masters, Business Administration; Finance

  1995 — 1997

• Binghamton University

  BA, Double Major Economics & Political Science

  1989 — 1992

Skills

• Alternative Investments
• Business Services
• Equity Research
• Client Presentation
• Equity Research Analysis
• Investments
• Client Services
• Equity Valuation
• Trading
• Client Prospecting
• Stocks
• Relationship Building
• Equities
• Asset Managment
• Bloomberg
• Emerging Markets
• Business Development
• Capital Markets
• Financials
• Portfolio Management
• Mutual Funds
• Product Marketing
• Small Cap
• Analysts
• Smid
• Investment Portfolios
• E.u. Markets in Financial Instruments Directive (Mifid)
• Asset Management
• Financial Services