New York based portfolio manager with expertise in tax managed quantitative US and international equity strategies. Research, implement and manage multi-factor based active, factor risk premium based Beta and index tracking strategies with mean variance optimization and systematic loss harvesting. ...more

New York based portfolio manager with expertise in tax managed quantitative US and international equity strategies. Research, implement and manage multi-factor based active, factor risk premium based Beta and index tracking strategies with mean variance optimization and systematic loss harvesting. Responsible for portfolio management, client and prospect meetings. Experienced in navigating varied market environments with strong performance records. Areas of Strength: • Custom tax efficient enhanced US and international equity index strategies • Custom indexing strategies • Long only tax efficient quantitative active US and International strategies • Risk premium based alternative Beta strategies that include low volatility and value • Enhanced dividend yield strategies • Full replication index portfolio management • Develop derivative overlays for hedging and principal protection • US and international equity program trading • Relationship development and management with institutional, family office and high-net-worth clients • Prospect and client presentations and conference engagementsless