Mike Adeleke
Portfolio Manager Assistant @U.S. Trust
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WORK HISTORY
Portfolio Manager Assistant @U.S. Trust
Chicago, IL, US
Responsible for reviewing the accounts of 5-7 Portfolio Managers in order to verify correct asset allocation of approximately $10 million monthly- Analyze accounts with excess capital to recommend methods that balance portfolios while abiding by specific investment objectives- Generate an annual mandatory fiduciary Investment Policy Statement for client accounts and assess detailed client portfolios to summarize implementation of various financial plans.
SKILLS
ABOUT MIKE ADELEKE
Portfolio Manager Assistant at Bank of America US Trust Private Wealth Management
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