Dynamic investment management leader with diverse expertise across research, portfolio management, client engagement and building high performing teams. I have the unique skill set of technical knowledge and people skills imperative to understanding client objectives and creating ...
more
Dynamic investment management leader with diverse expertise across research, portfolio management, client engagement and building high performing teams. I have the unique skill set of technical knowledge and people skills imperative to understanding client objectives and creating solutions.
Portfolio Management: Create innovative investment methods contributing to positive excess returns. Actively managed over $15 billion in equity portfolios.
Business Development: Track record of generating business growth through the development of client relationships, creating client solutions and empowering investment teams. Created and presented portfolio review and finals presentations to attract and retain assets.
Leadership: Consistently recognized for recruiting the best talent, building teams with complimentary primary and secondary skill sets and developing associates into long-tenured contributors to the firm. Skilled at bringing together different cultures into adhesive investment teams.
Specialties: Global portfolio management, equity research, equity long only, equity long/short, asset allocation, portfolio attribution, building attribution process, client presentations, leadership, P&L management, building high performing teams, recruiting and developing talent.
less
