Chris David Rosenthal possesses a great bonding with all of his clients and he has overseen all the clients’ relationships. He is a pro in terms of designing marketing material used in portfolio reviews for existing as well as prospective client presentations.
Chris Rosenthal possesses exceptional presentation skills through which he puts forward the firm’s investment approach, client performance, current client holdings and credit analysis to high net worth clients and professional partnerships.
At the present time, Chris Rosenthal is serving at Municipal Portfolio Managers, Inc., Atlanta, GA as president portfolio managers head traders.
Chris David Rosenthal has the teamwork aptitudes by means of which he collaborates with and supervises a team of five professionals in handling 135+ separately handled municipal bond accounts.
Chris Rosenthal is also involved in the construction of new portfolios and deconstructs inherited municipal bond portfolios. Moreover, he also manages and executes short and long term customized portfolio strategies in order to properly perform in all interest rate scenarios.
Chris Rosenthal has also served as a senior vice president, regional institutional sales, UBS Financial Services, Inc., Pepper Pike, OH for almost 16 years. In addition to it, he also formed and executed a Fixed Income sales team of three that catered to Tier 1, 2 and 3 accounts as well as HNW individuals.
Chris David Rosenthal is an expert in terms of sourcing from the primary as well as secondary markets using proprietary inventory as well as street wide contacts.
Chris Rosenthal is a useful and inventive Senior Executive and Fixed Income Specialist who is quite accustomed to all areas of municipal bonds with manifold years of experience in unconstrained value investing.
Chris David Rosenthal is accustomed to the techniques to distribute all market shades and direction to clients and professional partnerships.