Portfolio Manager; Vice President, Bank Services Group

Cliff Reynolds is a Portfolio Manager and is responsible for client relationships as well as portfolio analysis and management. As a Vice President of the Bank Services Group, Cliff provides ALM consultation and portfolio management to bank clients.

He is a member of the Investment Committee, where he works with other members to develop overall investment policy and strategy, in addition to analyzing and trading a variety of fixed income products including: mortgage-backed securities and agency, municipal and Treasury bonds on a daily basis. Cliff is also an editor of ALM Insights, our quarterly newsletter covering investing issues and strategies for financial institutions.

Cliff is a CFA Charterholder and a CFP® professional.  He also holds a Bachelor of Science in Business Administration with a concentration in Finance and Economics, and a minor degree in Accounting from Spring Hill College.