Betsy N. Hansen
--LinkedIn Profile
Summary
Experienced portfolio manager with a solid track record of putting timely market insights into action for a large team
of advisers with nearly $2 billion under management. Highly skilled at advising clients on investment decisions with a
unique talent for explaining complex topics in an engaging and approachable manner. Demonstrated aptitude for
managing people and resources in a fast paced and demanding work environment.
Professional Background
The Pacific Wealth Management Group at Morgan Stanley
Bellevue, Washington
Team Research Partner and Portfolio Manager
Oct 2013-Jan 2020
Responsible for all research and investment management operations for a team of ten advisers with close to $2
billion in assets under management.
- Built and maintained team asset allocation models across multiple investment platforms.
- Led all ongoing due-diligence on managed assets and alternative investments.
- Regularly interacted with clients and prospects to discuss the current state of the market and review
investment performance.
- Led the preparation and execution of monthly and quarterly portfolio management meetings for all ten
advisers on our team. Deliverables for these meetings included: managed assets size and composition
report, allocation summaries, Zephyr analysis, updates on PM positioning and upcoming market events.
- Created a monthly market update note in 2016 and continued to produce one each month for the remainder
of my tenure with the team. Reports were distributed it to all partners and senior management.
- Supported the team with on-going marketing and business development efforts by producing all investment
related marketing materials and pitch books, participating in prospect delivery meetings, and regularly
updating the team website.
Notable Accomplishments:
Portfolio Management Directly Supported Business Growth: Our team’s assets under management more than
doubled after I assumed the role of lead Portfolio Manager for my team in 2014. Growth was driven by two factors:
1) positive performance of assets under management; and 2) senior partners had more time to focus on business
development. Performance improved after establishing a set of risk management rules that helped us reduce and
avoid major losses which had hampered team performance and client retention in the past. Senior partners could
focus on business development efforts because they trusted me to manage the team’s book with limited
supervision.
Led New Partner Education: From 2015 to 2019, our team grew from four to ten advisers. During this time, I took
responsibility for training new partners about our portfolio processes and style, then offered consistent operational
support as they consolidated their books into our custom allocation models. Consolidation enabled them to
significantly improve the scalability of their business and focus more time on business development.
Assumed Critical Team Management Role: Shortly after assuming all PM duties for the team, I quickly realized that
my role filled a critical void in our team’s management structure. We needed someone that could wear two hats –
one of operations manager and one as an adviser. Having proposed the idea to our senior partners, we formalized
this management role so that I could effectively serve as a bridge between advisers and our operations staff. This
allowed me to focus on coordinating duties between team members to improve the overall productivity and
cohesion of the team, and enhance our ability to offer all clients a standard level of care. As a recent performance
review attests: “Betsy is passionate about keeping order in what could rapidly become a chaotic system, and
providing information and insight to multiple team members.”
Presentations and Publications: Completed a custom white-paper entitled “Planning for a Liquidity Event” in 2014
that was eventually adopted by the firm as a leading resource for advisers specializing in pre-IPO and business
succession planning. Offered formal presentations for clients, prospects, and a select group of realtors in the Seattle
area on China’s impact on financial markets in late 2015/early 2016.
Llewellyn Consulting: an independent economic advisory firm
London, UK
Research Economist-
Conducted research and drafted reports using top-down global macro analytical models. Research conducted using a
strict slide method adopted by UK government agencies for effective team collaboration.
- Worked on a diverse range of economic and financial topics such as the evolution of the oil industry, and the
long-term growth prospects in Africa.
- Clients included BlackRock, Legal and General Investment Management, Puma Energy and family offices.
Variant Perception: a global macroeconomic research provider
London, UK
Associate
2012
Responsible for business development and operations management in the London office of research start-up with
offices in NYC, Charlotte North Carolina and London.
- Built up a database of prospective clients, contacted new leads, served existing relationships, and arranged
meetings with clients and prospects.
- Clients included bond and foreign currency traders, family offices, investment advisers and hedge funds. –
- Variant was owned and operated by the same team that ran a hedge fund called Hinde Capital, a long biased
gold fund. Worked directly with the founding partners of both businesses and learned a tremendous amount
about investing, trading, hedge funds, and the research/newsletter business.
Education
Georgetown University
Masters in Policy Management, emphasis on Financial Market Policy
Washington, DC
In progress – Expected Graduation 2021
The London School of Economics
London, UK
Masters in Economic History - Merit
2011
Dissertation: “The origin and development of the financial adviser profession in the U.S. from 1900 to 1950”
The University of Denver
B.S.B.A. in Finance and Economics - Cum Laude
Honors Thesis: “A comparative analysis of free market business cycle theories”
Denver, CO
2008
Research Fellowships and Internships
The Ludwig von Mises Institute
Summer Research Fellow
The Franklin Center for Government and Public Integrity
Franklin Fellow and Statehouse Reporter
The Washington Policy Center
Research Assistant
The University of Denver
Research Assistant – Economics Department Study on Writing in the Field of Economics
2009 &-
Leadership Roles and Academic Honors
Town Hall Seattle Steering Committee Member-
President of the Hayek Society at the London School of Economics-
Founder and President of the Economics Club at the University of Denver-
Winner of the University of Denver J. Fagg Foster Award for Excellence in Undergraduate Economic Studies
2008
International Honor Society in Economics (Omicron Delta Epsilon) Award for Excellence in Economics
2008
Presented research in the University of Denver’s “Symposium 2007: A Conference of Undergraduate Research” 2007
Papers and Publications
Planning for a Liquidity Event, co-authored with senior partners at PWMG
Final draft published and distributed by Morgan Stanley
The Origin of the Financial Adviser Profession, Lambert Academic Publishing
-
The Changing Face of the Oil Industry, white-paper produced for Puma Energy at Llewellyn Consulting
Research assistant for John Butler, author of The Golden Revolution, published by Wiley
-
Industry Licenses
FINRA: Series 7 and Series 66
References
-
Dale Miller, Founder & Managing Partner of the Pacific Wealth Management Group at Morgan Stanley:-Larry Garcia, Co-Founder and Senior Partner of the Pacific Wealth Management Group at Morgan Stanley:-Viyana Kwak, Senior Registered Associate with the Pacific Wealth Management Group at Morgan Stanley:-
