Gordon Telfer

About Gordon Telfer

Gordon Telfer is an investment professional with 35+ years\' experience as Chief Investment Officer, Senior Portfolio Manager, responsible for managing portfolio managers, research analysts and traders. Significant experience as primary spokesperson for investment teams including capital markets presentations, portfolio analysis, authoring market commentary and thought leadership papers. Enthusiasm to work with a broader team to develop and enhance marketing and communication materials to assist in new business development.KEY QUALIFICATIONS• Superior Investment Returns / Investment Team / Project Management• Risk Management• Self-Motivated• Strong Sense of Ethics and Accountability• Excellent Presentation, and Written Skills• Record of New Business Development• Microsoft / FactSet / Bloomberg Proficient

Experience

1. Director of Investment Management Research

   Huntington Private Bank

   Apr 2025 — Present · Minneapolis, MN, US

   Gordon serves as the Director of Investment Management Research at Huntington Private Bank. In this role, he is responsible for leading the portfolio management team managing client assets in various managed investment strategies, such as equity, fixed income, or other strategies as assigned by the Chief Investment Office. Gordon also leads the Open Architecture Team Due Diligence efforts conducting investment management research within these areas, ensuring its effectiveness and comprehensibility. This includes conducting fund manager due diligence, determining whether investments are appropriate and overseeing production of fund Buy and Hold Lists. He also communicates this research to internal sales and support teams across the Private Bank and Huntington Financial Advisors. Furthermore, Gordon provides detailed analysis and communication to these internal teams, as well as offering strategy support through investment commentary and other marketing materials. He also assists Portfolio Managers by providing capital markets insights, client/prospect support, and other relevant materials.

Education

• Heriot-Watt University

  Stock Exchange Clerks Diploma, Economics/Finance

  1989 — 1990

• Hunter High School, East Kilbride, Scotland

  Ordinary Grade and Higher Grade certificates, Mathematics, English, History, French, Chemistry, Arithmetic and Physics

  1977 — 1982

• Heriot-Watt University

  Scottish MA degree • Institute of Bankers Diploma (Level 2 Candidate), Major: Finance, Economics. Minor: Accounting, Law

  1982 — 1986

Skills

• Portfolio Management
• Client Portfolio Manager
• Product Development
• Equities
• Equity Research
• Equity Trading
• New Business Development
• Investment Solutions
• Thought Leadership
• Asset Allocation
• Strategic Planning
• Building Relationships
• Team Building
• Team Leadership
• Report Writing
• Presenter
• Asset Management
• Business Development
• Finance
• Alternative Investments