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Partners
MICHELE POIRIER, Partner and Michele is responsible for the design and execution of portfolio strategies, supervising portfolio positions, credit analysis, and portfolio risk exposure. She has been actively involved in the municipal bond market since 1974 with positions in portfolio management, institutional sales, trading and operations. Prior to founding The Moorings Group in 2003, Michele managed over $2 billion in municipal bond assets for Banc of America Capital Management and its predecessor organizations in Charlotte, N.C. During her 12 year tenure and as a Director of Fixed Income, she managed mutual funds and separate accounts. Michele also had supervisory responsibilities for a team of portfolio managers. Previously she held positions with Bankers Trust Company, Financial Service Corporation, Robinson Humphrey and Shearson Loeb Rhoades.
CONNIE MORRIS, Partner Connie, a member of the investment team, is responsible for developing investment strategies and managing client portfolios. In addition, she oversees the firm’s investment operations and compliance functions. Connie brings more than 30 years of experience in the fixed income markets to The Moorings Group. Connie’s previous positions include 13 years with the First Boston Corporation in Atlanta and New York and 10 years with Wachovia Securities in Atlanta. Her clients included trust organizations, investment advisors, insurance companies and mutual funds. Her institutional sales role incorporated consulting with clients regarding their individual security needs, providing market analysis, and offering investment products and strategies. Prior to joining The Moorings Group, she held institutional sales positions with State Street Capital Markets and Advest Inc.
KEITH MITCHELL, Strategic Partner Keith’s career as an executive and strategic adviser within the asset management industry spans over 25 years. He is the founder of Mitchell Advisers LLC through which he serves as a strategic and financial adviser to executives of asset management firms seeking to navigate through organizational growth, change, continuity planning, acquisitions and mergers. Prior to founding Mitchell Advisers, Keith was Managing Director with Putnam Lovell in its San Francisco based asset management advisory practice. His operational experience includes executive leadership roles with AIB Asset Management Holdings, Delaware Management, Enterprise Capital Management and Van Kampen. As a founding LLC member, investor and client with The Moorings Group, Keith serves an active role in the firm’s business development activities as well as providing ongoing strategic advice. Keith is a director on a number of Boards of other asset management firms and industry groups including: Lighthouse Investment Partners, Community Capital Management, Advisor Partners, Loring Ward International, U.S. Institute Advisory Council and Tiburon Strategic Advisors Consulting Fellows.
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