Christopher Andress

Background

About Christopher Andress

Senior investment professional with over twenty five years’ experience analyzing and recommending investment ideas for inclusion in client portfolios, as well as managing investment strategies and individual client accounts. CFA® charterholder with a Master’s in Business Administration (MBA) from Seattle University. Solid knowledge of markets, sectors and investment strategies. Strong analytical and strategic thinking abilities and research skills. Excellent written and verbal communication skills. Desire to provide superior service and exceed client expectations. Responsible and honest, with a strong sense of integrity. Key Accomplishments• At Heartland, developed and implemented a repeatable investment process for managing the large cap equity models.• Co-managed three investment strategies, all of which generated solid performance with their newly developed investment processes. Current team lead for all three strategies.• Developed, implemented and managed the equity research process for the equity investment team at Heartland.• Implemented a research process for selecting and monitoring outside fund managers for the company’s fund and ETF models, as well as Heartland’s Retirement Plan Services line up.• At Washington Capital, developed expertise in multiple investment sectors while gaining the trust and confidence of portfolio managers to implement investment recommendations.• Established a solid investment track record with over 60% of recommendations achieving a positive total return for their respective portfolios. • Successfully converted over 70% of recommendations into portfolio holdings.• Developed contacts with company management teams, industry specialists, and sell-side investment research analysts to facilitate the research process.MBA: Seattle University with a specialization in Sustainable Business.CFA® charterholderAffiliationsCFA InstituteCFA Society MadisonNational Association of Petroleum Investment AnalystsKeywords: portfolio management, fundamental research, equity portfolios, equity research, fundamental analysis, Bloomberg, manager due-diligence, financial statement analysis, Chartered Financial Analyst