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ROBERT J. MCCORMACK30 Yarmouth Road * East Rockaway, New York 11518516-596-2179 *http://www.linkedin.com/in/robertjmccormack

PORTFOLIO MANAGER/TRADER/RELATIONSHIP MANAGER

Top-producing professional adept at building long-term client relationships andimplementing portfolio strategies yielding returns consistently exceeding benchmarks. Expert in identifying untapped market potential, mitigating risk, and ensuring regulatory compliance. Able to build high-performance teams, resolve conflicts, and drive attainment of strategic objectives.

Portfolio Management * Client Relationship Management * Cross-Functional Team LeadershipStrategic Financial Planning * Risk Management * Equity & Derivatives Trading *Exchange Traded FundsStaff Training/Mentoring * Budgeting, Forecasting * Vendor Relations * Policy/Procedure Development

PROFESSIONAL EXPERIENCE

THE BANK OF NEW YORK MELLON, New York, New York * 1987-2009A leading global asset management and securities services company.

Senior Portfolio Manager /Trader, Vice President, Mellon Capital Management (2003-2009)(Formerly BNY Quantitative Equity Management)Handled quantitative equity for Domestic Indices and Exchange Traded Funds totaling $13 billion, rapidly adjusting to changing market conditions and capitalizing on new opportunities. Recognized for in-depth knowledge of financial trading systems, honed research and analysis skills, and successfully guiding cross-functional staff. Traded index futures to ensure proper hedging of daily cash, and prepared/published ETF baskets. Monitored index provider changes, assessed impactsand proposed initiatives bolstering client account performance. Optimized key policies/procedures and identified improvements yielding significant performancegains and cost savings.

Key Accomplishments:

* Developed and executed tax-efficient portfolio strategies encompassing more than $1.5 billion in assets.* Noted for expertise in managing large program and derivatives trades increasing returns.* Pursued and developed client relationships, and liaised closely with brokersto control costs and implement new trading strategies.* Managed all aspects of equitization program investing idle cash into financial futures, yielding marked account returns.* Created detailed investment performance reviews and communicated frequently with clients and consultants on performance attribution.

Transition Manager/Derivatives Trader, Vice President, Special Investment Products (1999-2003)Transition Manager/Derivatives Trader, Assistant Vice President, Special Investment ProductsDelivered superior portfolio transition services for Defined Benefit plans, Defined Contribution plans, Taft Hartley plans, Public Funds, Endowments and Foundation Investment Portfolios. Recognized for strategic financial planning acumen and exceptional communication skills, preparing transition review and detailed cost and benchmark analyses for clients. Traded options and futures for mutual fund

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s, institutional and high-net-worth accounts.

ROBERT MCCORMACK

PROFESSIONAL EXPERIENCE continued...

Analyzed market trends, identified key drivers, and advised clients based on findings. Devised targeted action plans to address both short and long-term fiscalneeds. Ensured full regulatory compliance and played key role in ongoing companyinitiatives.

Key Accomplishments:

* Planned and successfully executed more than 300 portfolio transitions representing over $25 billion in assets, equities and fixed income.* Developed highly effective transition strategies for Bank of New York clients, minimized risk, and identified enhancements.* Counseled clients on strategies successfully diversifying and hedging portfolios.

Client Service Officer/Relationship Manager, Assistant Vice President, Master Trust (1992-1999)Client Service Officer Relationship Manager, Assistant Treasurer Master TrustBuilt and maintained relationships with Master Trust clients, successfully manag

ing accounts spanning Defined Benefit and Contribution Plans, Endowments, and Foundations. Gathered broad market intelligence, incorporating it into new and existing product development plans. Solved pressing issues, liaised with cross-functional staff, and ensured full regulatory compliance. Noted for cross-selling expertise.

Accounting Manager, Assistant Treasurer, Master Trust Accounting (1987-1992)Accountant, Master Trust AccountingLed and mentored Master Trust Accounting team, ensuring attainment of strategicobjectives. Performed daily audits, calculated NAVs and produced periodic accounting reports. Spearheaded company initiatives and led department-wide process integration efforts. Addressed and resolved group conflicts. Nurtured relationships and delivered key insights to staff and clients.

EDUCATION

Bachelor of Science in Accounting,Long Island University, C.W. Post Campus