RAYMOND C STEWART

96A Fountain Avenue * Brooklyn, NY 11208 * Telephone 914.589.8071 * rsfd683c@we

stpost.net
Accomplished, forward-thinking TOP FINANCIAL EXECUTIVE with a highly successful
background in investments and a specialized career focus on the banking industry
. A recognized authority in risk models, valuations, quantitative portfolio mana
gement processes, and trading; a pioneer in applying new valuation techniques to
bank stocks. Builds and leads investors through change and challenge to profita
ble growth. A versatile business leader with broad skills and notable accomplish
ments and proven capability to thrive in the dynamic and fluid environment of a
growing enterprise. Demonstrated ability to adapt to industry fluctuations, quic
kly learning and applying new ideas and business models. Thrives in the face of
significant challenges and responsibilities. Keen ability to forecast industry t
rends, capture opportunities and catapult new ventures. Uncompromising integrity
and work ethic.
KEY QUALIFICATIONS
Investment Consulting * Mergers & Acquisitions * Financial Analysis * Financial
Consulting
Competitive Analysis * Client Relations * Product Marketing * Risk Management *
Startup Operations
CAREER HIGHLIGHTS
RASARA Strategies, Inc., White Plains, NY 1997 - Present
Institutional investment management firm specializing in the management of insti
tutional portfolios for state, municipal, and corporate pension funds.
PORTFOLIO MANAGER
* Developed approach to investing in banking and financial services sector utili
zing fundamental analysis with technical overlay to generate superior investment
returns. For twelve year period 1997-2009, generated non-leveraged total return
s of 140% versus 88% for S&P 500 over same time period.
* Employed risk models, valuation techniques and quantitative portfolio manageme
nt processes when implementing trading decisions.
* Leveraged extensive portfolio, investment management, and bank stock expertise
to research and select stocks that best supported the long-term growth initiati
ves for client portfolios.
* Established relationships with key stakeholders in target industries to expand
client base and assets under management from $20M to $250M.
* Founded the company based largely on investments in banking companies, success
fully managing performance and new business development initiatives to reach a p
eak $250M portfolio.
* Recognized as an expert on bank stock investing; frequently quoted in industry
-leading publications including Dow Jones Newswire, Institutional Investor, Barr
on's, Business Week, Black Enterprise Magazine, Investment Advisor, The Wall Str
eet Transcript, Financial Planning, the Japanese business publication Gendai Mon
thly and on Bloomberg TV.
Additional professional experience:
WRM Equity Management, Inc. (Warren Marcus Associates, Inc.), Briarcliff Manor,
NY 1983 - 2007
EXECUTIVE VICE PRESIDENT, CO-PORTFOLIO MANAGER
* Responsible for securities analysis of banking industry companies
* New Business Development- raised $100M for institutional sources
Salomon Brothers, Inc., New York, NY
SECURITIES RESEARCH ANALYST
PROFESSIONAL CERTIFICATIONS
Certified Hedge Fund Professional Level I
June 2009
EDUCATION
Master of Business Administration
Columbia University Graduate School of Business
Major in Capital Markets, Finance
Bachelor of Science
Cornell University
Major in Economics and Public Policy
PERSONAL
Columbia Business School Alumni Club of New York
Interests include Japanese Fencing, has GoDan (Black Belt) rank in Kendo, Asian
philosophy, fitness and writing poetry