Rob Hounshell
Investment Portfolio Manager | Client Relationship Builder | Customized Asset Allocation Expert
- Role
- Vice President, Senior Investment Advisor at Fifth Third Private Bank
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Rob Hounshell
Rob Hounshell is an investment management executive with deep experience constructing and…
Experience
Vice President, Senior Investment Advisor
Jun 2015 — Present · Raleigh-Durham, NC, US
Portfolio Management and Asset Allocation: • Manage diverse investment portfolios ($400M+ in client assets) for 55+ high net worth individuals, consistently achieving clients’ investment objectives. • Construct customized investment portfolios, selecting securities and strategically allocating assets in line with clients’ long-term goals, unique preferences, expectations, and risk tolerance. • Identify and mitigate risks and fine tune portfolios, ensuring clients do not incur unnecessary internal portfolio costs and minimizing realized capital gains.• Manage charitable foundation and donor advised fund portfolios, creating customized investment portfolios in line with their unique priorities and risk tolerance. • Analyze overall risk and tax exposure for inherited portfolios, transitioning portfolios to new well-balanced assets that meet the personalized needs of clients. Client Relationship Management and Communication:• Shape key messages and lead direct client communication with bank’s clients, enhancing customer satisfaction and retaining existing clients during time of high wealth management advisor turnover. • Engage with clients regularly, especially during market downturns, reassuring them and providing advice, keeping them on track to meet long-term goals. • Create reports and presentations, providing clients with detailed overview of holdings and portfolio structure. Business Development and Collaboration:• Acquired $3M in additional investments from long-standing client, and secured additional $2M from client referral. • Convince new prospects to come to Fifth Third by developing trust, establishing rapport, and discussing investment management philosophy and strategy.• Collaborate with team of subject matter experts, presenting compelling comprehensive financial plans for clients.
Education
Xavier University
Master of Business Administration - MBA
Wake Forest University
Bachelor of Science - BS
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.