Portfolio Manager at M&I Investment Management Company
Green Bay, Wisconsin Area
- Current
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- Portfolio Manager at M&I Investment Management Company
- Past
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- Principal at Integritas360, LLC
- Managing Partner / COO / CCO at Tactical Allocation Group, LLC
- Account Vice President / Managing Partner at UBS / Corporate Services Group
- Account Vice President at UBS Financial Services, Inc. (UBS)
- Vice President / Sales at KIMBRO, LTD.
- Education
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- University of Michigan-Dearborn
- University of Pittsburgh - Joseph M. Katz Graduate School of Business
- Wayne State University
- Recommended
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2 people have recommended Christopher - Connections
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20
connections
- Industry
- Investment Management
Christopher Sitek’s Summary
Award winning professional with a 20-year record of success leading investment management initiatives. Currently a Portfolio Manager and Accredited Investment Fiduciary Analyst™ for M&I Investment Management Company. Manage investment portfolios for ultra high net worth and high net worth individuals and families, ERISA plans, endowment and foundation funds.
2006-2008, Principal for Integrities 360. Engaged by private investors and investment fiduciaries to bring clarity to the complexities of the investment management process, improve risk management, and potentially help increase long-term investment performance.
2004-2006, Co-Manager on Investment Committee for the Tactical Allocation Group LLC. (TAG), a global asset allocation manager. Managed custom and model investment portfolios for private investors, ERISA plans, corporate funds, endowment and foundation funds. Received two national awards for investment excellence. Further, as COO and CCO, provided leadership and strategic direction in areas of compliance, finance, operations, and client service.
Previously, spent nearly 15 years with UBS leading several investment initiatives including the Corporate Service Group, a boutique money management operation within UBS (the predecessor to TAG) that delivered global tactical portfolio solutions using mutual funds, institutional managers and hedge funds. Also served as Alternative Investments Coordinator and Liaison to the UBS Alternative Investments Group in NJ.
In brief, accomplished investment management professional with a proven record of excellence in portfolio management, investment consulting, and the global fiduciary practices for managing the investment management process.
Christopher Sitek’s Specialties:
• Portfolio Management
• Investment Consulting
• Global Fiduciary Standards
• Speaking On Various Investment Management Topics
Christopher Sitek’s Experience
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Portfolio Manager
M&I Investment Management Company
(Public Company; MI; Banking industry)
April 2008 — Present (1 year 9 months)
Manage investment portfolios for for high net worth and ultra high net worth individuals and families, ERISA plans, endowment and foundation funds.
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Principal
Integritas360, LLC
(Investment Management industry)
October 2006 — April 2008 (1 year 7 months)
Founded this consultancy to help high net worth private clients, and investment fiduciaries bring clarity to the complexities of the investment management process, improve risk management, and potentially help increase long-term investment performance. Identify and apply defined “Practices” that support Global Fiduciary Standards of Excellence. Perform consulting, assessments, and certifications in a highly personalized, integrative, and caring way.
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Managing Partner / COO / CCO
Tactical Allocation Group, LLC
(Partnership; 1-10 employees; Investment Management industry)
March 2004 — September 2006 (2 years 7 months)
Co-founded this global asset allocation manager with $240M Assets Under Management (AUM). Portfolio Manager on Investment Committee with full accountability for all investment management decisions across 27 asset classes. Acquired and managed high net worth private investors, ERISA plans, corporate funds, endowment and foundation funds. Provided visionary leadership and strategic direction as COO/CCO in areas of compliance, finance, operations, and client service.
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Account Vice President / Managing Partner
UBS / Corporate Services Group
(Public Company; 1-10 employees; UBS; Investment Management industry)
January 2001 — March 2004 (3 years 3 months)
Co-Manager on Investment Committee for the Corporate Service Group (CSG; TAG’s predecessor), a boutique fund of funds manager within UBS that managed high net worth private clients, ERISA plans, corporate funds, endowment and foundation funds. Delivered global tactical portfolio solutions using mutual funds, institutional managers and hedge funds. Client Service Partner with full strategic planning and client management responsibilities that included drafting and implementing investment plans, conducting planning meetings and reviews, and proactively managing client relationships.
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Account Vice President
UBS Financial Services, Inc. (UBS)
(Public Company; 10,001 or more employees; UBS; Financial Services industry)
October 1989 — January 2001 (11 years 4 months)
Built investment advisory practice from ground up serving corporate executives, high net worth private investors, and institutions. Developed, recommended, and directed the execution of programs designed to achieve specific targets. Served as Alternative Investments Coordinator and Liaison to the UBS Alternative Investments Group in NJ.
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Vice President / Sales
KIMBRO, LTD.
(Privately Held; 1-10 employees; Insurance industry)
January 1987 — June 1989 (2 years 6 months)
Recruited to establish corporate benefits division and penetrate local market for boutique insurance agency specializing in P&C and Group Benefit Programs. Drove revenues by delivering quality group benefits and C-level executive solutions to clients. Crafted strategic marketing plans for qualified retirement plan services.
Christopher Sitek’s Education
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University of Michigan-Dearborn
BA , Business Administration, Communications and Psychology
- Activities and Societies:
- Alpha Kappa Psi (America's oldest professional business fraternity)
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University of Pittsburgh - Joseph M. Katz Graduate School of Business
AIFA , Accredited Investment Fiduciary Analyst
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Wayne State University
MBA , Finance
Additional Information
Christopher Sitek’s Interests:
Reading & study (e.g., capital markets, portfolio management, wealth managment, leadership, teams, and corporate psychology, helping people, tennis, snow skiing, and golf
Christopher Sitek’s Groups:
Investment Management Consultants Association (IMCA), Alpha Kappa Psi (America's oldest professional business fraternity) Life Member, Center for Fiduciary Studies, The Capital Markets & Financial Services Network
Christopher Sitek’s Honors:
1982 NJCAA National Junior College Athletic Association National Tennis Chamionship Quarterfinalist in Singles and Doubles
Christopher Sitek’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- expertise requests
- reference requests
- getting back in touch
