1. DANIEL J. JOHNEDIS, CFA, CIC
4611 Clove Meadow Court | Raleigh, North Carolina
919-615-0641 Cell: 954-554-5370 E-mail: djohnedis@gmail.com
EXPERIENCED | Portfolio Management | Investment Consulting | Client Service
Creative, assertive, and performance focused Investment Manager with more than 25 years of in-depth investment
management experience. Forward-thinking and decisive professional with strengths in client service, asset allocation
analysis, portfolio construction, investment manager and fund due diligence, evaluation and selection as well as portfolio
and risk management. Instrumental in building and leading cohesive teams to raise capital, manage and build investment
portfolios and client relationships and mitigate financial risk. Strong interpersonal, networking and communication skills.
Relevant skills include:
Client Management • Portfolio Construction & Management • Asset Allocation Analysis • Investment Manager and
Fund Research • Presentations to Boards of Directors • Due Diligence • Team Leadership
EDU C A T I O N AN D PR O F E S S I O N AL DE VE L O P ME N T
Master of Business Administration, Magna Cum Laude, College of William and Mary, Williamsburg, VA 1986
Bachelor of Arts in Mathematics, Magna Cum Laude, Boston College, Boston, MA 1982
Chartered Financial Analyst designation 1992
Chartered Investment Counselor designation 1992
Series 7, Series 66, Life and Health Insurance licenses
PR O F E S S I O N A L EX P E R I E N C E
CRATUS CAPITAL, LLC, Raleigh, NC 1/2008-present
Chief Investment Officer
Executive business strategist for this investment firm specializing in investment advisory, consulting and asset management
for more than 40 institutional and individual client accounts. Worked for a few other firms during this time in the same
capacity. Scope of responsibilities entails conducting manager research on hundreds of traditional and alternative
investment managers, developing Investment Policy Statements and managing and monitoring portfolios of mutual funds,
investment managers, individual stocks and bonds, ETFs and alternative investments. Led hundreds of presentations to both
individual and institutional clients. Maintain full autonomy for new business development and all client service and
administration.
 Leveraged strengths in investments and networking to develop a database comprised of 300+ investment
managers and funds and conducted onsite visits of every manager. Manage all fixed income investing in house.
 Outperformed S&P 500 benchmark by over 500 basis points since inception. Led and mentored staff of six.
PRESBYTERIAN FOUNDATION, FL 6/2007-11/2008
Chief Investment Officer
Oversaw and enhanced investment management of $1.8 billion Foundation investment portfolio including alternative
investments, hedge funds and private equity managers as well as fixed income and equity managers and mutual funds.
 Spearheaded the development and implementation of an innovative Investment Process and Platform with over
100 investment managers across all asset categories and investment strategies.
 Led all presentations and trained Board of Directors, constructed portfolios and reported and presented at Board
meetings.

2. DANIEL J. JOHNEDIS, CFA, CIC
CELL: 954-554-5370 | E-MAIL: DJOHNEDIS@GMAIL.COM
AIRLINE PILOTS ASSOCIATION Herndon, Virginia 2005-2007
Investment Director
Built and developed the Investment Program and oversaw the management of more than $20 billion in Pilot
Retirement Plans. Ran all Investment committee meetings for all defined benefit and defined contribution retirement
plans. Direct report for every external manager. Hired all of the fund managers, did onsite due diligence visits and
educated and led all of the Investment Committees for each airline in the Association. Ran the internal Investment
Committee Meetings. Improved visibility and credibility of pilots retirement plans. Negotiated best in class managers
and funds and lower prices for the plans. Improved working relationship amongst the pilots, the union and the airlines.
WAYPOINT ADVISORS, Norfolk, VA 2001-2004
Chief Investment Officer
Created and maintained an investment management program for this wealth management firm, while concurrently
generating new business, developing and operating an entire investment management process, conducting all client service
and presentations including leading the Investment Policy Committee and all quarterly investment meetings.
 Established and operated the manager research and selection process for both domestic and international equity
and hedge fund managers.
 Achieved top tier performance in all separately managed investment accounts.
 Generated over $200 million in new assets, earning Waypoint recognition as one of the fastest growing advisory
firm by Bloomberg Magazine in 2004.
BARING ASSET MANAGEMENT, Boston, MA 1998-2001
Senior Vice President/Portfolio Manager
Maintained full responsibility for fixed income portfolio management, credit analysis and client service of all US fixed
income/corporate bond and international bond assets. Led all quarterly investment meetings and presentations to all
institutional retirement accounts..
 Achieved top quartile performance against Merrill High Yield Bond Index. Oversaw investment staff of eight..
 Successful in new business generation, delivering $300 million in new assets.
 Recognized as a “Trusted Advisor”, representing US operation on Global Fixed Income Policy Committee
with monthly meetings in London. Led US and European institutional client meetings.
RICHMONT INVESTMENTS, Fort Lauderdale, FL 1996-1998
Director/Senior Portfolio Manager
 Outperformed Merrill Lynch High Yield Bond Index by more than 500 basis points.
 Opened and managed the Fort Lauderdale office, including all management, administration, budgeting and
personnel. Led all investment committee meetings and presentations to Boards of Directors.
IVY/MACKENZIE FUNDS, Boca Raton, FL 1993-1996
Vice President/Senior Portfolio Manager
 Successfully managed and grew Fixed Income Management Group. Led all investment presentations.
 Consistently performed in top quartile of Lipper Bond Universes for all fixed income funds.

3. DANIEL J. JOHNEDIS, CFA, CIC
CELL: 954-554-5370 | E-MAIL: DJOHNEDIS@GMAIL.COM
LOOMIS SAYLES & CO., Boston, MA 1986-1993
Vice President/Senior Portfolio Manager
 Performed in top 10% of Lehman Government/Corporate Bond Index for all separately managed institutional
accounts every quarter for six years. Clients included State of Vermont Employees Retirement System as well as
other corporate and union pension plans and retirement plans.
 Grew new assets by over $200 million. Led all client service and institutional client presentations and quarterly
reviews.
TE A C H I N G EXP E R I E N C E
Faculty, McCombs School of Business, University of Texas, Taught Investment courses, Austin, TX 2012
Faculty, Executive Business/CFA Education Program, Florida Atlantic University, Boca Raton, FL 2008-2011
• Taught classes in Investment Analysis and Portfolio Management, Finance, Economics, Business Ethics,
Quantitative Methods, Fixed Income Analysis, Alternative Investments and Derivative Investments.
Faculty, Boston University Business School, Taught investment courses. Boston, MA 1988-1992