I'm an asset manager & wealth manager who works with institutional & family office clients, as well as successful families & individuals who hail from varied backgrounds including Professional Athletes, Entrepreneurs, Corporate Executives, Military Officers, Federal Employees, Wall Street ...more

I'm an asset manager & wealth manager who works with institutional & family office clients, as well as successful families & individuals who hail from varied backgrounds including Professional Athletes, Entrepreneurs, Corporate Executives, Military Officers, Federal Employees, Wall Street Professionals, Venture Capitalists, Medical Physicians, Attorneys, Academics, Scientists & Engineers, Farmers, and Retired Individuals. Versatile: unique combination of management experience, diverse industry background, and unimpeachable ethics. Technical expertise with the capacity to distill complex information into lay terms. High-level thinker who identifies value-adding, risk-mitigating opportunities for clients, shareholders, and all stakeholders. Takes an evidence-based approach to investing & decision-making. Former Ph.D. Candidate and M.A. degree holder at the University of Pennsylvania. Brown University graduate. Former Johns Hopkins University Post-Baccalaureate student in the biomedical & physical sciences. Skills ● Effective leadership, interpersonal, and partnering skills ● Grows long-lasting positive relationships with colleagues & partners at all organizational levels, vertically and horizontally ● Solid analytical skills—both quantitative & qualitative—developed through professional practice and training at top-tier universities ● Strong ability to quantify risks and weaknesses in organizations, groups, or individuals coupled with the capacity to restructure, train, teach, and motivate for successful turnarounds ● Natural disposition to think innovatively, assess situations with limited information, and act quickly on opportunities ● Curious, confident, and skilled problem-solver who links ground-level information to bigger-picture systems ● Synthesizes complex & diverse pieces of information to create actionable insights Industry and Consulting Experience Finance & Capital Markets, Communications, Healthcare, CPG (Manufacturing & Retail), Higher Education, Logistics, Freight Transportation, Real Estate Below is an abridged employment history and does not include consulting or short-term engagements. Experience Keywords Portfolio Construction, Portfolio Management, Investment Strategy, Risk Management, Investment Research, Performance Attribution, Alternative Investments, Investment Process, Macroeconomics, Endowments, Family Offices, Quantitative Models, Qualitative Research, Business Development, Sales Management, Change Management, Performance Management, Sales & Marketing Strategy, Operations Research, Startups, Social Science, Economicsless