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Rex M
Senior Vice President and Portfolio Manager at Ramirez Asset Management, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ramirez Asset Management | Senior Vice President and Portfolio Manager | Aug 2023 to Present | — |
| Thomas White International | Sr. Vice President and Portfolio Manager | Jan 2016 to Jul 2023 | — |
| Thomas White International | Vice President | Aug 2011 to Dec 2015 | — |
Education
Institute of Cost Accountants of India
Institute of Management Accountants
Others at Ramirez Asset Management, Inc. (10)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | New York, NY , United States | |
R Robert Deibel | Quantitative Analyst | Austin, TX , United States |
| Vice President, U.S Investment Grade Research | New York, NY , United States | |
| Senior Associate, Trader | New York, NY , United States | |
| Associate | New York, NY , United States | |
| Associate | Aurora, CO , United States | |
E Elaine Li | Associate | New York, NY , United States |
| Vice President, U.S Investment Grade Research | New York, NY , United States | |
| Portfolio Manager | Chicago, IL , United States | |
| Investment Analyst | New York, NY , United States |
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