Patrick Rassi
Senior Portfolio Manager | Asset Allocation | Wealth Management | Institutional Investments
- Role
- Vice President - Senior Portfolio Manager at Central Bank & Trust Co.
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Patrick Rassi
Extensive professional experience in due diligence, asset allocation, and financial…
Experience
Vice President - Senior Portfolio Manager
Aug 2021 — Present · Lexington, KY, US
Setting and maintaining the department’s investment philosophy and strategy while managing and communicating the same to all clients and staff.• Advise clients using a holistic approach to investing. Once client risk tolerances are properly identified using a comprehensive discovery process, I create and trade custom portfolios consisting of stocks, bonds, cash, and mutual funds to achieve long term investment goals• Communicate investment strategies and performance to clients• Voting member of the investment committee that determines asset class exposures and mutual funds selections in the firm’s discretionary models• Spearhead searches for new offerings on the mutual fund platform
Education
The University of Memphis
Master's degree
University of Kentucky
Bachelor of Science (B.S.)
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