Gary W.

Green, CFA
9507 Queens Guard Court
Laurel, MD 20723
Cell: (240) 398-7736
Email: gg1d2921@westpost.net
Investment Manager
Investments * Consulting
Accomplished Financial Analyst and Investment Advisor with 18 years of progressi
vely responsible experience and special expertise in retirement investing.
Investment Approach: Analytically strong and known for common sense approach to
retirement investing. Emphasizes risk control via close attention to detail and
construction of appropriate portfolios.
Versatility: Succeeds in diverse environments, including startups to large insti
tutions. Manages pension and sub-advised plans, and implements strategic and tac
tical allocation.
Communication Skills: Known for presenting complex investment ideas in an easy-t
o-understand manner. Presents and interacts easily with board members and truste
es.
Energetic Style: Thrives in challenging, fast-paced environments. Team player w/
strong interpersonal skills. Attention to detail. Fitness, Golf, and Chinese Mar
tial Arts enthusiast (2nd degree black belt).
CORE COMPETENCIES
* Wilshire Atlas
* Ibbotson Encorr
* Wilshire Compass
* FactSet
* Morningstar Datalab
* Zephyr Style Advisor
* eVestment Alliance
* Investment Consulting
* Presentations
* Risk Management
* Research
* Negotiations
* Process Reengineering
* Strategic Planning
* Team Leadership
PROFESSIONAL EXPERIENCE
NATIONAL RAILROAD RETIREMENT INVESTMENT TRUST, Washington, DC2007-2009
Pension plan equivalent to social security for railroad company employees. Appro
ximately 600,000 members, $23 billion in assets, and 18 employees.
Director of U.S. Equities
Hired to build out and manage a benchmark neutral US Equity portfolio. Approx 30
% of entire portfolio was US equity.
Created a $7 billion externally managed domestic equity portfolio ($23 billion p
lan total), designed to outperform the Russell 3000 Index over time while mainta
ining an acceptable information ratio.
Recommended manager hires/terminations that generated approximately equal return
s but at substantially lower risk than inherited portfolio. (More attractive ris
k/reward profile)
Educated trustees as to the realistic time frame (3-5 yrs) necessary to achieve
expected excess returns should they choose to follow a high-risk strategy.
Proposed rebalancing strategy in January 2009, that if implemented, would have s
aved the Trust $200 million.
Improved manager due diligence process through use of portfolio manager tools (F
actSet), and trained two junior staff members on more effective means of identif
ying potential manager style drift.
CLARK ENTERPRISES INC, Bethesda, MD 2006-2007
Holding company for all Clark-related entities - primarily construction with nea
rly $5 billion in revenues.
Senior Investment Analyst
Hired as part of a two-person team investment team for the Investment Management
Group, which managed about $1B of Clark family assets across all asset classes.
Recommended asset allocations in accordance with Investment Policy Statements.
Periodically monitored investments by (1) evaluating the specific roles of inves
tment managers, (2) recommending changes in manager assignments, (3) suggesting
improvements to improve overall performance.
Achieved reduction in risk - with no adverse effect on returns - by convincing i
nvestment board to greatly reduce the home-country bias of the three long-term p
ortfolios.
Created spreadsheets that substantially improved the speed and accuracy of month
ly dividend disbursements to invested partners.
ICMA RETIREMENT CORPORATION, Washington, D.C. 2001-2006
Nationally recognized service provider for public sector retirement plans. Serve
s approx 900,000 participants and 8,000 plans. Approximately $25B in assets and
700 employees.
Promoted to Fund Manager (2004-2006) | Senior Investment Analyst (2001-2004)
Rehired by ICMA - formerly an ICMA Senior Accountant in 1996-1997 - to provide a
nalytical support to proprietary, fund-of-fund lifestyle investment options (ove
r $1B in assets). Monitored daily sub-advisor and participant trading and made r
ebalancing adjustments.
Promoted to Fund Manager to provide more in-depth manager research and support t
o approximately $4B of externally managed, proprietary investment options.
Identified an investment manager who was unable to invest additional cash due to
controlling interest holdings limitations. As a result, ICMA suspended cash flo
ws to the manager, restructured investment guidelines, and saved over $300, 000
in annual management fees.
T. ROWE PRICE ASSOCIATES INC, Baltimore, MD 1997-2001
Global financial firm that provides investments and retirement services to clien
ts in 12 countries. Approximately $400 billion in total assets and 5,000 employe
es.
Client Service Liaison (2000-2001)
Promoted to newly created Client Service Liaison to service growing institutiona
l business. Created and analyzed quarterly portfolio-management holdings and att
ribution reports that explained the various factors affecting relative client pe
rformance.
Investment liaison (1998-2000)
Promoted to Investment Liaison to boost productivity of portfolio managers by ta
king on some functions not related to actual stock picking or research.
Advised clients by researching and analyzing fund performance versus benchmarks
and competing products. Published quarterly board and annual mutual fund letters
.
Created model portfolios to analyze what-if scenarios regarding stock purchase o
r sale.
Senior Portfolio Accountant (1997-1998)
Initially hired to supervise team of three portfolio accountants, responsible fo
r investing idle portfolio manager cash, confirming trade settlements, and proce
ssing corporate actions.
SUMMARY OF ADDITIONAL EXPERIENCE (1992-1997)
ICMA RETIREMENT CORPORATION, Washington, D.C. (1996-1997), Senior Accountant: Hi
red to strike daily NAV prices and calculate performance for proprietary investm
ent options. Improved performance analysis from 4 hours to less than 2 minutes v
ia automated spreadsheet.
INVESTORS FIDUCIARY TRUST COMPANY, Kansas City, MO (1994-1996), Unit Manager
ELLERBE BECKET INC, Kansas City, MO (1992-1994), Project Accountant
EDUCATION
Bachelor of Business Administration (Finance), West Texas A&M University, Canyon
, TX (1989)
Chartered Financial Analyst (CFA), CFA Institute, Charlottesville, VA (2003)