Rudge Dickinson

VP Senior Portfolio Manager @BOK Financial

Denver, CO, US
MOBILE NUMBERS
+13•••••••65

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WORK HISTORY

Jan 2019 — Present

VP Senior Portfolio Manager @BOK Financial

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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

N/A

University of Colorado Boulder

B.S.

N/A

SMU Cox School of Business

MBA

SKILLS

InvestmentsEquitiesAsset AllocationHedge FundsMutual FundsPortfolio ManagementFixed IncomeSecurities

ABOUT RUDGE DICKINSON

Senior portfolio manager and allocator providing leadership in portfolio management, the…

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