Accomplished asset management professional with the rare combination of strong quantitative equity portfolio management skills along with excellent marketing, content management, client-facing and product strategy abilities.
Currently, I create both print and digital content to support a suite ...
more
Accomplished asset management professional with the rare combination of strong quantitative equity portfolio management skills along with excellent marketing, content management, client-facing and product strategy abilities.
Currently, I create both print and digital content to support a suite of 25-30 ETFs including equity, fixed income, commodities, and alternatives.
I also managed $30B in quantitative and passive equity portfolios. Vehicles managed included institutional accounts, mutual funds, and separately managed accounts (SMAs). My experience include representing these strategies in the marketplace to clients, consultants, and prospects as well as creating branding and messaging to support these products.
Experience with product management and product development.
Strong written communication skills.
Excellent public presentation skills.
Staff development, training, and mentoring skills.
Experience with ETFs, SMA, and institutional accounts.
less