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RM

Rex M

Senior Vice President and Portfolio Manager at Ramirez Asset Management, Inc.

Chicago, IL , United States

About

Rex M serves as Senior Vice President and Portfolio Manager at Ramirez Asset Management, Inc. in Chicago, IL, where he oversees portfolio management for institutional and high net worth clients. He is responsible for implementing and managing customized investment strategies covering a wide spectrum of fixed income securities including U.S. Treasuries, mortgage-backed securities (both RMBS and CMBS), asset-backed securities, investment grade and high yield corporate bonds, municipal bonds, as well as managing assets for Ramirez's government money market and core bond mutual funds.

His investment focus centers on fixed income markets, with expertise in constructing targeted portfolios using strategies such as short duration, intermediate core, long duration, and liability-driven investment programs. Rex manages portfolios with exposure to sectors including government securities, agency debt, mortgage-backed and asset-backed securities, and both taxable and tax-exempt municipal bonds, handling mandates ranging from strategic sector allocations to highly customized client solutions.

Prior to joining Ramirez Asset Management in 2023, Rex held senior investment roles at Thomas White International for over a decade, advancing from Vice President to Senior Vice President and Portfolio Manager, where he contributed to the firm’s international and global investment strategies. He holds professional accounting and management degrees from the Institute of Cost Accountants of India and the Institute of Management Accountants, providing him with deep expertise in portfolio accounting, risk analysis, and quantitative investment approaches.

Career History

OrganizationRoleDate RangeDetails
Ramirez Asset ManagementSenior Vice President and Portfolio ManagerAug 2023 to Present
Thomas White InternationalSr. Vice President and Portfolio ManagerJan 2016 to Jul 2023
Thomas White InternationalVice PresidentAug 2011 to Dec 2015

Education

Institute of Cost Accountants of India

Institute of Management Accountants

Others at Ramirez Asset Management, Inc. (10)

NameRoleLocation
Helen Yee
Helen Yee
Senior Portfolio ManagerNew York, NY , United States
R
Robert Deibel
Quantitative AnalystAustin, TX , United States
Satyam Mallick
Satyam Mallick
Vice President, U.S Investment Grade ResearchNew York, NY , United States
Wilson Tran
Wilson Tran
Senior Associate, TraderNew York, NY , United States
Brett Rodger
Brett Rodger
AssociateNew York, NY , United States
Dmitro Golovanich
Dmitro Golovanich
AssociateAurora, CO , United States
E
Elaine Li
AssociateNew York, NY , United States
Heidi Halder
Heidi Halder
Vice President, U.S Investment Grade ResearchNew York, NY , United States
John Wu
John Wu
Portfolio ManagerChicago, IL , United States
Rohan Aluka
Rohan Aluka
Investment AnalystNew York, NY , United States

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