Takaya Weckle, CFA
San Diego
Summary
Dynamic investment professional with a proven track record at Ascent Private Capital, excelling in portfolio management and investment analysis. Successfully onboarded $2B in assets, leveraging strong financial modeling and risk assessment skills. Passionate about mentoring and guiding clients to achieve their financial objectives while driving impactful investment decisions.
Seeking to re-enter the workforce after 11 months of traveling abroad
Overview
11
11
years of professional experience
Work History
Lecturer – FIN 327 Investments
San Diego State University
San Diego
11.2022 - Current
- Teach a cohort of 55 students about the principals of investing by leading class lectures, instructional activities, and classroom discussions
- Develop, train, and mentor students in areas of investing by providing timely feedback and holding office hours
- Taught 5 sections of FIN 327 and received an overall rating of 4.5/5.0 from student surveys
Associate Director of Investments
Ascent Private Capital of U.S. Bank
San Diego
03.2022 - 06.2024
- Support the Managing Directors of Investments in all matters of investment management for families with a net worth greater than $75M
- Oversee the production of quarterly investment reports and provide analysis to both the Managing Director of Investments and clients
- Evaluate investment managers and recommend changes to clients, if necessary, to ensure client portfolios are in alignment with the investment policy and objectives
- Implement investment decisions by conducting trades, opening SMAs, and completing sub-documents for private investments
- Successfully onboarded 34 households which represented $2B in investable assets for Ascent. Directly responsible for making investment recommendations that align with the clients’ objectives and market views of U.S. Bank
Corporate Development Analyst
LPL Financial
San Diego
11.2019 - 03.2022
- Evaluate, assess and quantify the value of RIAs, Broker-Dealers, Advisor’s book of business and early-stage technology companies
- Lead the due diligence of M&A opportunities and update financial models with discoveries or inputs from senior management
- Provide analytical support to LPL’s senior leadership team in deal negotiations and definitive agreements
- In partnership with M&T Bank, facilitate the close of People’s United Financial which consisted of $7B in new assets for LPL in 2021. The $7B in assets involved $14.9M in capital deployment and is expected to generate $7.5M in yearly gross profit for LPL
- Collaborated with Business Development on closing $14B out of $40B in recruited assets for LPL in 2020. The $14B in recruited assets involved $56M in capital deployment and expected to generate $40M in yearly gross profit.
Senior Investment Analyst
John Hancock Investment Management
Boston
06.2016 - 10.2019
- Conduct manager due diligence on investment products, primarily focusing on qualitative and quantitative characteristics such as performance, risk, and attribution holdings
- Assist financial advisors in sourcing, selecting, and monitoring investment products for retirement plans
- Provide market and investment platform research for leadership teams within John Hancock Retirement
- Presented to leadership teams across business units on obtaining over $5B in potential new assets for John Hancock’s investment products. The opportunities had the potential to generate $10M in new revenue.
- Assisted over 50 clients in swapping investment products after changes to a revenue sharing agreement with a fund partner. Created an investment comparison report which directed over $800M out of $1.7B in new assets for key partners at John Hancock
Fund Accountant II
State Street Bank & Trust
Boston
01.2015 - 06.2016
- Create quarterly income statements, balance sheets, and statement of cash flows for private equity fund of funds
- Monitor cash movements such as investor or investment contributions and distributions and ensure trial balances and investment accounts are in alignment
- Led a project team of 5 in providing over 120 investment valuations for a major client at State Street during year end close
Education
Chartered Financial Analyst -
CFA Institute
12.2018
B.S. - Business Administration; Dual concentration in Finance and Management
University of Massachusetts Lowell
12.2014
Skills
- Investment analysis
- Portfolio management
- Financial modeling
- Risk assessment
- Performance evaluation
- Market research
- Addepar
- Morningstar Direct
- SEI
Extracurricular Activities And Interest
- PADI Advanced Scuba Diver
- Intermediate Surfer
- Traveled Europe, Oceania, and Pacific West for 6 months
- College Athlete - Ice Hockey
- First Generation college graduate
Leadership Experience
- CFA San Diego, University Relations Chair, 07/01/21 - 07/01/24
- Big Brothers Big Sisters of Massachusetts Bay, Mentor, 01/01/17 - 10/01/19
- BUILD Boston, Mentor, 2018 - 2019
Timeline
Lecturer – FIN 327 Investments
San Diego State University
11.2022 - Current
Associate Director of Investments
Ascent Private Capital of U.S. Bank
03.2022 - 06.2024
Corporate Development Analyst
LPL Financial
11.2019 - 03.2022
Senior Investment Analyst
John Hancock Investment Management
06.2016 - 10.2019
Fund Accountant II
State Street Bank & Trust
01.2015 - 06.2016
Chartered Financial Analyst -
CFA Institute
B.S. - Business Administration; Dual concentration in Finance and Management
University of Massachusetts Lowell