Curtis Ifill
Senior Portfolio Manager @Bank of America
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WORK HISTORY
Senior Portfolio Manager @Bank of America
Charlotte, NC, US
Portfolio Managers work with high net worth Private Banking clients, constructing customized portfolios, targeting asset allocations and portfolio management that meet their short, intermediate and long-term investment needs. This includes assisting clients with establishing goals and objectives, developing an appropriate overall strategy, formulating and implementing solutions based upon unique risk tolerance, time horizon, and liquidity needs, and conducting periodic reviews.
EDUCATION
NC State Poole College of Management
Master of Business Administration - MBA, Finance and Financial Management Services
Johnson C. Smith University - JCSU
Bachelor of Science - BS, Business Administration and Management, General
ABOUT CURTIS IFILL
As an experienced, industrious, investment professional, I have worked in Personal Wealth markets and on the Institutional side helping our clients navigate through the ever-present challenges of the markets.Client Focused – I make tremendous efforts in building trusted critical client relationships while leveraging the expertise of my partners in order to deliver customized investment solutions for our clients.Broad Experience – I have over twenty-five years of Investment experience where I have worked on both the Personal Wealth side and on the Institutional side. I have worked with individuals, small and large families, endowments, foundations, and business accounts of various sizes.Technically Skilled – Proficiency in technology is mandatory in our industry. I was personally accountable for being “up-to-speed” on the latest software updates including Office. I was also responsible for learning industry software applications for day-to-day use such as Factset, Baseline, and Bloomberg. I spent a particularly large part of my career implementing our Risk Management process through the use of Barra software.Leadership – At every level of my career there were opportunities for me to step up and either become more involved in our client management process, or being more accountable as a team leader in delivering results for our investment process. Most notable opportunities developed as I made myself available for my team or my division to represent my organization in a leadership capacity.Engagement – I recognize the amount of trust that others have shown in me in the past. So it is important for me to take the time to reach out to others as I have served as a Mentor for volunteer programs or more recently completing my tenure as the Board Chairman for Carolina International School.Engaging, Professional and prepared for Leadership……this is where the current path of my professional goals is leading me for challenges in the future.
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