John Geissinger Resume

JOHN W.
GEISSINGER, CFA
jwgeissinger@gmail.com
11 Old Farm Rd. (cell) 917.566.2310
Darien, CT 06820 (home) 203.656.3954
SENIOR EXECUTIVE: INVESTMENT MANAGEMENT

Senior executive with 20+ years of portfolio and risk management experience in prominent financial services
firms. Business strategist who achieves triple-digit growth in assets under management through robust risk
management processes and development of successful new products. Acknowledged thought leader who
combines exceptional quantitative and analytical expertise with influential management and mentoring skills to
develop high-performing organizations.
Broad cross-functional expertise in fixed income and equity markets, due diligence, portfolio construction, asset
allocation, manager selection, and client relations.
Executive Endorsements: “…strives to develop and foster risk culture within firm…contributes to the
intellectual growth of the business…fosters an inclusive and respectful environment…builds confidence in the
company…develops and retains effective client relationships…”
PROFESSIONAL EXPERIENCE
NATSOURCE, LLC — New York, NY 2008–2010
Global provider of asset management, transaction, and advisory services in global emissions and renewable
energy; $800M in Assets under Management; 75 employees worldwide.
Chief Risk Officer
Delivered profound impact on investment performance by launching comprehensive risk management
process for hedge funds and separately managed investment accounts. Oversaw hedging activity in funds
and security valuation.
 Boosted investment performance and increased assets under management by improving
management of hedge fund risk exposures and fostering trust in product.
 Strengthened firm’s resilience and provided a sustained advantage following 2008 financial crisis
by developing process to meet client demand for redemptions during period of illiquidity,
foregoing approach of other firms that resorted to suspensions on client withdrawals.
BEAR STEARNS ASSET MANAGEMENT — New York, NY 1998–2008

Investment management subsidiary with $35B in Assets under Management.
Senior Managing Director & Chief Investment Officer (2003–2008)
Steered investment strategy during firm’s explosive growth. Directed asset allocation and management of
portfolios for clients including pension funds, endowments, foundations, and high net worth individuals,
offering separately managed equity and fixed income products, hedge funds, and private equity funds.
Chaired Risk Management Committee and served on Management Committee, ensuring consistency of
investment strategies within prescribed risk profiles, conducting due diligence and acquisition of
investment teams, and new product development.
 Ignited increase in assets under management from $25B to $35B during tenure by hiring and
mentoring high-performing teams, developing successful products, and identifying untapped
market opportunities.
 Enabled innovative investment strategies and increased product sales by launching 10-member
Investment Risk Management Department to develop risk management process, create risk
management tools, and report on investment risks to portfolio managers and senior management.
 Developed new revenue stream by creating organizational capacity to provide comprehensive
investment management for large family business offices and foundations including asset
allocation, manager selection, and investment guideline negotiations.
JOHN W. GEISSINGER, CFA — Page 2 of 2 (cell) 917.566.2310 • jwgeissinger@gmail.com
BEAR STEARNS ASSET MANAGEMENT (continued)
Senior Managing Director & Chief Investment Officer, Fixed Income (1998–2003)
Virtually tripled value of portfolios within 5 years. Led 20-member fixed income department to manage
investment grade, high yield, and bank loan portfolios. Directed asset allocation for multi-asset clients.
 Grew assets under management from $4.5B to $12B through improved investment performance,
refined product positioning, and new products, resulting in compound revenue growth of 20%+.
 Delivered high-performing products that ranked above median over 3 years, with flagship
Intermediate Government/Credit and Bank Loans products performing in top quartile.
PREVIOUS EXPERIENCE
CHANCELLOR/LGT ASSET MANAGEMENT (formerly Chancellor Capital Management) — New York, NY

Managing Director & Head of Investment Grade Fixed Income
Transformed department to achieve consistent growth in institutional fixed income portfolios valued at
$8.5B by replacing team of generalists with highly skilled sector specialists who targeted effective sector
and security selection and placed minor emphasis on yield curve management. Developed strategies for
management of fixed income securities including treasuries, agencies, mortgages, CMOs, asset-backs,
corporates, convertibles, and non-dollar bonds.
PUTNAM INVESTMENTS — Boston, MA

Senior Vice-President & Senior Portfolio Manager
Maximized financial results of retail and institutional fixed income portfolios valued at $3.5B, playing
influential role in the Putnam Income Fund consistently ranking among top Investment Grade Corporate
bond funds. Developed new product for Japanese clients that grew into $1.5B book of business.
AETNA LIFE AND CASUALTY — Hartford, CT

Assistant Vice President & Director of Quantitative Fixed Income Research
Led 5 investment analysts to produce analytical techniques and models to manage Aetna bond portfolios.
Actuarial Student
Analyst in pension research group studying risk factors for GIC business.
PROFESSIONAL PROFILE
EDUCATION
MBA in Statistics, NEW YORK UNIVERSITY — New York, NY
BS in Mathematics and Economics, Cum Laude, WAKE FOREST UNIVERSITY — Winston-Salem, NC
PROFESSIONAL DESIGNATIONS & EXAMINATIONS

Chartered Financial Analyst, 1988
NASD, Series 3, 7, 65
Society of Actuaries, Parts 1-4A

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JOHN W.

SENIOR EXECUTIVE: INVESTMENT MANAGEMENT

BEAR STEARNS ASSET MANAGEMENT — New York, NY 1998–2008

BEAR STEARNS ASSET MANAGEMENT (continued)

CHANCELLOR/LGT ASSET MANAGEMENT (formerly Chancellor Capital Management) — New York, NY

PUTNAM INVESTMENTS — Boston, MA

AETNA LIFE AND CASUALTY — Hartford, CT

PROFESSIONAL DESIGNATIONS & EXAMINATIONS

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