Rudge Dickinson
SVP Senior Portfolio Manager at BOK Financial
- Role
- VP Senior Portfolio Manager at BOK Financial
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Rudge Dickinson
Senior portfolio manager and allocator providing leadership in portfolio management, the…
Experience
VP Senior Portfolio Manager
Jan 2019 — Present · Denver, CO, US
Oversee over $2.5 billion in international equity and alternative investment manager allocations across various investment strategies and client groups.• Serve as a lead portfolio manager on two collective investment trusts (\"CITs\"). Manage the alternative and international equity CITs in a multi-manager portfolio structure.• Chairperson of the International Equity Working Group that provides asset allocation recommendations to the organization’s asset allocation committee.• Investment Leadership: Serve on three investment committees for asset allocation, manager research, due diligence, and compliance.• Write weekly and quarterly commentaries on current market conditions, investment strategy, and manager performance used throughout the organization and with clients.• Conduct manager research on mutual funds, interval funds, SMAs, and ETFs for liquid alternative and international equity strategies.• Systems Experience: Morningstar Direct, Bloomberg, Eikon, Markov Processes International, Tamarac Advisor View and Rebalancer, iRebal, Portfolio Center, Junxure, Salesforce
Education
University of Colorado Boulder
B.S.
SMU Cox School of Business
MBA
Skills
- Investments
- Equities
- Asset Allocation
- Hedge Funds
- Mutual Funds
- Portfolio Management
- Fixed Income
- Securities
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.