As an investment professional with over 20 years of experience in asset management and institutional consulting, I've had the (mis)fortune of experiencing three bear markets and four bull markets. In my current role at Freedom Advisors (formerly 3D Capital) , I oversee investment strategy and ...more

As an investment professional with over 20 years of experience in asset management and institutional consulting, I've had the (mis)fortune of experiencing three bear markets and four bull markets. In my current role at Freedom Advisors (formerly 3D Capital) , I oversee investment strategy and research for our strategic risk-based fund portfolios and 3rd party managed model programs as well as our investment programs for institutional retirement plans. I work closely with our financial advisor partners to structure investment programs suitable to their clients' needs. I bring a versatile investment background and knowledge set having served as a portfolio manager on the developed markets equity team at Batterymarch Financial Management and as a vice president in the Funds Management Division at Wilshire Associates. I serve as a director on the Hartford CFA Society board overseeing programming. I hold an MBA from UCLA Anderson School of Management and a BA from UC San Diego in Economics and Political Science. Social media disclaimer can be found here: https://pages.freedomadvisors.com/social-media-use-and-guidelines?_gl=1*6a4n48*_ga*MTQyMzk3Njg0MS4xNzA1NDE1Mzc2*_ga_BRT75MGFQ5*MTcwNTQxNTM3NS4xLjEuMTcwNTQxNjM3Ny4wLjAuMA..*_gcl_au*MTIzNDQzMzM3MC4xNzAyNTc0MzM0&_ga=2.216157141.2127904504.1705407450-1423976841.1705415376less