8/3/2019 Senior Investment Portfolio Manager

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Phillip F. Boehmke375 Broadway, SPC 251Lynnfield, MA 01940Phone: 801-440-5442Email: pbdba698@westpost.net

Summary of Qualifications

Portfolio management professional with 30 years experience managing fixed incomeand equity based portfolios for high net worth individuals and non-profit organizations with proven skills in portfolio construction, asset allocation, research, and trade execution.

Professional Experience

Contango Capital Advisors, Salt Lake City, UT -Senior Portfolio Manager 2005-2008

* Responsible for risk reduction of fixed income assets, portfolio management, research content and trading of all fixed income securities.* Reduced risk exposure 90% over a three year period.* Mentored junior team members and assisted in the booking of new business.* Performed due diligence on all outside fixed income managers.

Arizona State Treasurer's Office, Phoenix, AZ - Senior Portfolio Manager 2005-2005

* Managed the $800 million fixed income portion of the Permanent Land Trust Endowment.* Dramatically reduced tracking error to the benchmark index.

Citizens Bank, Manchester, NH - Senior Portfolio Manager 1992-2003

* Responsible for management of northern New England client fixed income assets.* Provided equity research and equity strategy focusing on Healthcare, Financials, Consumer Staples, Retail and Specialty Retail stocks.* Met benchmark performance for all portfolios under management.

Neworld Bank, Boston, MA - Portfolio and Funding Manager 1983-1991

* Responsible for a $400 million fixed income portfolio and $250 million of wholesale borrowings.* Performed pricing analysis for $1 billion in retail deposits and negotiated $175 million in Fed Funds lines with commercial banks and broker/dealers.* Developed in-house asset/liability models.* Created money desk settlement procedures that improved operating efficiency.* Managed a two person team.

Bank One, Columbus, OH - Fed Funds Desk Manager 1982-1983

* Kept average operating costs below the national average.* Orchestrated conversion to a pooled system for collateralized deposits.* Managed a four person team.

Federal Farm Credit Banks, Louisville, KY - Portfolio/Funding Manager 1978-1982

* One of three key people responsible for returning the bank to profitability bywidening operating margins and through the use of financial futures to lower debt costs.* Responsible for a $300 million actively managed trading portfolio.

8/3/2019 Senior Investment Portfolio Manager

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* Managed a two person team.

United Airlines, (UAL, Inc), Chicago, IL - Portfolio Manager 1977-1978

* Successfully managed a $600 million cash management portfolio.* Performance exceeded the benchmark.

Continental Bank, Chicago, IL - Portfolio Manager and sales team member 1972-1977

* Managed total return institutional fixed income client portfolios.* Responsible for institutional cash management sales.

Education

MBA - Finance Kellogg Graduate School of Management 1977Northwestern University, Chicago, IL

BS - Business Administration University of Minnesota, Minneapolis, MN 1972

Affiliations and Licenses

CFA InstituteFINRA Series 65

License: CPhT