* Senior investment strategist and client-facing team leader.
* Leverages data analytics to author and communicate actionable, macro-driven asset allocation rationales across equities, fixed income, and alternatives.
* Collaborates with wealth management and institutional clients on strategic ...
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* Senior investment strategist and client-facing team leader.
* Leverages data analytics to author and communicate actionable, macro-driven asset allocation rationales across equities, fixed income, and alternatives.
* Collaborates with wealth management and institutional clients on strategic and tactical asset allocation customized to their investment policy, LDI & ALM specs.
* Leverages high EQ & influencing skills to coach sales teams and successfully present to clients. Helps sales retain and win new business across institutional and WM sales channels.
* Extensive passive & active equity product knowledge across market cap-weighted, factor weighted and ESG indices. Deep fixed income (IG, MBS, HY, SL) and alternative (HF, PE, PC & VC) product knowledge.
* Regular guest on CNBC, Bloomberg quoted in WSJ, Bloomberg.com, Reuters, FT, Barron’s, and NY Times, among others. Extensive portable media producer/reporter rolodex.
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