Location

Bio
Buck McHugh
www.amwestbuilder.com
Education

Cambridge University (Jesus College), England
M.S.Diploma/Judge Institute of Management Studies
Concentration: Investment/Portfolio Management, Advanced International Economics and
Finance, Engineering Management.
Boston College
B.A. Mathematics (Summa Cum Laude) GPA:3.9 Class Rank: 15th out of 1,385 students.
Forte: Potential Field Theory, Fluid Dynamics, System Theory, and Complex Analysis.

Experience

HBM Asset Management 2002-Present
Senior Investment Consultant, Broker/Dealer, Manage private Hedge Fund/Pension Fund.
Actively managed clients portfolios with an asset allocation strategy using stocks, bonds,
and derivative securities. Hedge strategies included using Protective Put Options,
straddles, and collars. I also sold mutual funds, tax-free bonds, annuities, unit investment
trust, and real-estate investment trust/REIT’s. I am also in charge of our real estate division
called American West Builders which counsels commercial and residential real estate
developers and builders.

A.G.Edwards&Sons 1996-2001
Vice-President of Investments; President’s Council, Million-Dollar Round Table
A top Investment Banker/Broker generating over $500,000/annual in gross commissions.
After completing the Investment Broker Training Program in St.Louis, I succeeded in generating
Over a million dollars in gross commissions in my first-three years with the company. I became
A $500,000 producer from my third year on which earned me the distinction of vice-president and
President’s council member. Using the Capital Asset Pricing Model as my standard, I achieved the
Optimal asset allocation for my clients by using primarily high quality mutual funds from Fidelity,
Putnam, Franklin Templeton, and other top fund companies. For my wealthiest clients, I also utilized
Municipal tax-free bonds, money managers, and real-estate investment trust.

Putnam Investments 1994-1995
Portfolio Accountant; I priced and helped maintain the Putnam Convertible Growth&Income Fund.
This $850 million dollar fund was made up of stocks, bonds, options, foreign securities, as well as
Convertible bonds. Audits were conducted regularly and I was responsible for updating all financial statements including the trial balance, realized and unrealized gain/loss reports. I made sure that all
Income; interest from bonds and dividends from stocks, were accounted for and received in a timely manner.

Other Credentials;
Prudential Preferred Financial Services; Life Insurance, Accident&Health-Care Insurance
Morgan Stanley-Dean Witter; Registered with Series7, and Series63