Ben Boyd

About Ben Boyd

I am an investment management professional with expertise in managing client portfolios, building customized investment programs, and analyzing financial data. I am also adept in business development in both direct and partner channels as well as maximizing growth opportunities in both multi-billion and small business settings. I am passionate about achieving client objectives, broader team and firm goals, and helping charitable organizations achieve growth and funding objectives for the community. My strengths include portfolio and relationship management, financial analysis, developing effective teams, coordinating projects and deadlines, and managing client relationships.Investment Management | Financial Analysis | Strategic Business Development | Team Leadership | Relationship Management | Charitable Giving |Project Management | Data Analytics and CRM | Business Revenue & Sales Growth | Process Improvement |

Experience

1. Senior Portfolio Manager

   Crawford Investment Counsel

   Jun 2024 — Present · Atlanta, GA, US

   My role as Senior Portfolio Manager at Crawford Investment Counsel (CIC) is a full-time, client facing position that supports the management of client portfolios and business development aspects of the firm. In managing client portfolios, I am responsible for recommending and implementing the asset allocation for client investment programs based on their specific financial needs, risk tolerances, and growth objectives. I also make recommendations for modifications to the investment program as client circumstances and goals change over time. I also make ongoing adjustments to the portfolio holdings for tax-efficiency purposes. I communicate with clients regarding their portfolio performance, discuss the fundamentals and analysis of the individual holdings in their portfolio, and explain the investment decisions made by the firm’s Equity Research Team. I manage client review meetings along with providing financial planning advice, such as income and cash flow planning for retirement. In the business development aspect of the role, I focus on generating and closing business within the various referral network partnerships currently pursued by CIC as well as with direct client referrals. I communicate the effectiveness of the respective CIC strategies in meeting client goals and discuss the factors unique to each strategy that drive results. As part of the business development process, I create and present a customized recommendation that is unique to each potential client based on their investment objectives, financial needs, and risk tolerances. The recommendation often includes analysis of the existing holdings in the portfolio and outlines a tax-efficient transition plan into the CIC investment program. As part of the CIC Portfolio Management team, I routinely collaborate and share ideas with other managers to better enhance the client experience and refine the firm’s business development strategy.

Education

• Wake Forest University

  Bachelor of Arts (B.A.), Political Science and Government

  1993 — 1998

• Emory University - Goizueta Business School

  Master of Business Administration (MBA), Marketing/Marketing Management, General

  2011 — 2014

• Wake Forest University

  Bachelor of Arts - BA

Skills

• New Business Development
• Cross-Functional Team Leadership
• Sales
• Marketing
• Marketing Strategy
• Business Development
• Digital Marketing
• Financial Analysis
• Project Management
• Strategic Planning
• Sales Management
• Negotiation
• Interior Design
• Team Building
• Management
• Investments
• Asset Management
• Strategy
• Energy Efficiency
• Business Strategy
• Crm
• Leadership
• Real Estate