Reshmi Chakrabarti

Former Portfolio Administrator at Tradition Capital Management LLC

Reshmi Chakrabarti

Reshmi Chakrabarti

Former Portfolio Administrator at Tradition Capital Management LLC

Biography

Ms. Reshmi Chakrabarti is Portfolio Administrator at Tradition Capital Management LLC. She was previously employed as Portfolio Administrator by BBR Partners LLC and a Principal by Cramer Rosenthal McGlynn LLC.Ms. Chakrabarti received her undergraduate degree from Fordham University.

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Former Chief Compliance Officer at Chesapeake Asset Management LLC

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Former Junior Portfolio Manager at Hennion & Walsh, Inc.

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Senior Investment Analyst & Portfolio Manager at RARE Infrastructure Ltd. (Investment Management)

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Former Vice President, Operations at Tradition Capital Management LLC

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Former Vice President & Head Trader at Tradition Capital Management LLC

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Portfolio Administrator at Tradition Capital Management LLC

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Former Vice President-Sales at Jamison, Eaton & Wood, Inc.

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Former Senior Vice President at Tradition Capital Management LLC

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Former Vice President at Chase Manhattan Bank NA

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Director at Tradition Asset Management LLC

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Reshmi Chakrabarti
Former Portfolio Administrator at Tradition Capital Management LLC
Education
Class of 2011

Fordham University is a private, nonprofit, coeducational research university based in New York City, United States. It was founded by the Catholic Diocese of New York in 1841 as St. John's College, placed in the care of the Society of Jesus shortly thereafter, and has since become an independent institution under a lay board of trustees, which describes the University as "in the Jesuit tradition." Fordham is composed of ten constituent colleges, four of which are for undergraduates and six of which are for postgraduates. It enrolls approximately 15,000 students across three campuses in New York State: Rose Hill in the Bronx, Lincoln Center in Manhattan, and Westchester in West Harrison. In addition to these campuses, the University maintains a study abroad center in the United Kingdom and field offices in Spain and South Africa. Fordham awards the Bachelor of Arts, Bachelor of Science, and Bachelor of Fine Arts degrees, as well as various master's and doctoral degrees.

Career History
Portfolio Administrator
2007 - 2010

BBR Partners services include developing a strategic asset allocation based on clients' investment objectives, conducting due diligence on managers across the spectrum of investment strategies, selecting managers to implement the allocation they develop, ongoing monitoring of the investments, and providing administrative services. As a manager of managers, they may allocate our advisory clients' assets across a range of traditional and alternative investment managers and strategies. BBR Partners allocates client investment assets primarily among various individual equity and fixed income third-party managers, mutual funds and/or exchange traded funds and private investment funds, including the BBR administered private investment vehicles, on a discretionary and non-discretionary basis in accordance with the client's designated investment objective(s).BBR performs due diligence on third-party managers covering qualitative, quantitative and operational factors. They assess each manager according to its investment team, specific investment strategies, stated return objectives, expected volatility and associated risks. The type of due diligence BBR performs varies according to investment type and size. BBR does not have control over any of the managers that they select or over their management, trading strategies, operations or policies.BBR uses an array of investment strategies and managers to create a diversified portfolio of assets in an attempt to produce consistent risk-adjusted returns appropriate for a client's specific objectives and risk/return profile. The firm's primary investment strategies are fundamental in nature and include: Long Term Purchases, Short Term Purchases, and Trading. In addition to these fundamental investment strategies, BBR may also implement and/or recommend Short Sales, Margin Transactions, and/or Options.

Professional
2004 - 2006

CRM employs a relative value oriented investment approach that seeks to outperform the broad market and pertinent indices over a full market cycle by participating in good market periods and limiting declines in poor periods. Their strategy is designed to recognize and respond to changes that may positively impact the future prospects of a business enterprise. They seek to invest in companies which are trading at a discount to their own history and peers based on prospective free cash flow and earnings. CRM provides investment advisory services for separate accounts, the CRM family of mutual funds, and other US and non-US products that pursue several different value equity strategies, including portfolios that invest primarily in small-cap value securities, small/mid cap value securities, mid-cap value securities, and large-cap value securities. They also provide advisory services to an all-cap strategy, as well as to global and international strategies.

Portfolio Administrator
Prior

Tradition Capital Management (TCM) employs a GARP investment approach. The firm focuses on investments in companies with above average earnings growth that are trading at a discount to their estimated fair value. While TCM's equity investment strategy concentrates on large companies, they selectively include medium and smaller companies in their portfolios where client circumstances and objectives warrant. The firm targets emerging growth companies with the potential to become large companies. TCM seeks to generate higher returns by selecting companies with the potential to rapidly grow their business in the near future.For clients with the primary goal is income and capital preservation, TCM manages balanced portfolios with a median equity allocation of 40% to 60%. For clients with the primary goal of growth and appreciation, the firm manages portfolios with a median equity allocation of 60% to 80%.Though not limited by sector, TCM tends to invest in the stocks of large-cap companies in the consumer non-durables, healthcare technology, energy minerals, producer manufacturing and electronic technology sectors. Most of their investments are in companies located in the US, Europe and the Middle East. The firm maintains a low turnover rate.TCM's fixed-income investment strategy emphasizes preservation of capital and principal stability. The firm focuses on investments in higher quality bonds with investment grade ratings. They avoid investing in lower rated bonds, especially high-yield or junk bonds.

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