Rudge Dickinson
VP Senior Portfolio Manager @BOK Financial
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WORK HISTORY
VP Senior Portfolio Manager @BOK Financial
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
ABOUT RUDGE DICKINSON
Senior portfolio manager and allocator providing leadership in portfolio management, the…
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