Ed Ruthman

Former Managing Director at Lodestar Investment Counsel LLC

Ed Ruthman

Ed Ruthman

Former Managing Director at Lodestar Investment Counsel LLC

Overview
RelSci Relationships

844

Number of Boards

1

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Relationships
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Regional Managing Director at The Bank of New York Mellon Corp. (Wealth Management)

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Senior Director of Wealth Management at The Bank of New York Mellon Corp. (Wealth Management)

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Executive Officer at Twin Lake Total Return Partners LP

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Portfolio Manager at RMB Capital Management LLC

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Chief Investment Officer & Managing Director at GreatBanc Trust Co.

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President at Jewish Federation of Metropolitan Chicago

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Former President, Young Leadership Division at Jewish United Fund of Metropolitan Chicago

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Co-Founder at Relative Value Partners Group LLC

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Co-Founder at Ream Foundation

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Former Vice Chairman at Jewish Federation of Metropolitan Chicago

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Ed Ruthman
Former Managing Director at Lodestar Investment Counsel LLC
Education
B.B.A. in Finance
Class of 1968

The University of Wisconsin–Madison has long been recognized as one of America's great universities. A public, land-grant institution, UW–Madison offers a complete spectrum of liberal arts studies, professional programs and student activities. Spanning 936 acres along the southern shore of Lake Mendota, the campus is located in the city of Madison.

Attendee

Charles H. Kellstadt Graduate School of Business is part of the DePaul University Driehaus College of Business, a business school located in the Chicago Loop, Illinois, USA. The Driehaus College of Business (called the College of Commerce until 2012) was founded in 1912 and is one of the ten oldest and most respected business schools in the U.S. The school is accredited by the Association to Advance Collegiate Schools of Business-International. In the fall of 2012, Kellstadt enrolled 2,107 students.

Career History
Principal
2011 - 2014

BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm seeks to identify stocks that offer the best combination of growth and value characteristics. Their investment approach combines initial quantitative screening with fundamental, qualitative analysis of individual stocks and aggressive risk management. Their equity process is applied consistently for each client portfolio and in each equity class.BNY Mellon Wealth Management manages taxable and tax-exempt fixed-income portfolios with active management that features an opportunistic, multi-dimensional search for value by actively managing interest rate sensitivity and exploiting market inefficiencies. Their fixed-income investment process combines a top-down strategic review of key factors influencing bond returns with research-driven, bottom-up selection of the most appropriate bonds for portfolios.The firm's approach to international investing focuses on outperforming benchmarks and controlling risk. They believe that consistently superior returns can be achieved through an investment management approach that is value-oriented, research-driven and risk averse. BNY Mellon Wealth Management concentrates on stock selection rather than top-down country analysis or market timing. Their bottom-up style incorporates quantitative analysis, fundamental research and risk management and seeks to achieve consistent returns.

Senior Vice President and Principal
2001 - 2011

Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation.TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices.Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate.TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits.

Investment Advisor
1968 - 2001

Bank One Corporation was the sixth-largest bank in the United States. It traded on the New York Stock Exchange under the stock symbol ONE. The company merged with JPMorgan Chase & Co. on July 1, 2004.

Boards & Committees
Member, Planned Giving Committee
Current

Jewish United Fund of Metropolitan Chicago provides critical resources that bring food, refuge, health care, education and emergency assistance. The company was founded in 1900 and is headquartered in Chicago, IL.

Non-Profit Donations & Grants

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Up to $499
2006

Wisconsin School of Business is the business school of University of Wisconsin–Madison, located in Grainger Hall. Founded in 1900, it has more than 35,000 alumni. The undergraduate program prepares students for business careers, while its Master of Business Administration (MBA) program is based on focused career specializations. The school offers many student services, such as Undergraduate Advising Services, The Business Career Center, and International Programs.

$1 - $249
2003

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

Up to $499
2002

Wisconsin School of Business is the business school of University of Wisconsin–Madison, located in Grainger Hall. Founded in 1900, it has more than 35,000 alumni. The undergraduate program prepares students for business careers, while its Master of Business Administration (MBA) program is based on focused career specializations. The school offers many student services, such as Undergraduate Advising Services, The Business Career Center, and International Programs.

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