29 years experience in Institutional Investment Management and Financial Technology, including entrepreneurial business startup leading to successful private equity sale.
Former President, North America for Style Analytics, a portfolio analytics fintech company. Responsible for starting up the ...
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29 years experience in Institutional Investment Management and Financial Technology, including entrepreneurial business startup leading to successful private equity sale.
Former President, North America for Style Analytics, a portfolio analytics fintech company. Responsible for starting up the business and executing strategy for all operations in North America.
Developed all aspects of the business including marketing and sales, account management, building strategic business partnerships, recruitment, and influencing global product innovation and development. Concluded with successful Buy-In Management Buyout to Lyceum Capital, a Private Equity firm, and subsequent sale to Investment Metrics, a Confluence Company.
Prior to joining Style Analytics, Head of Risk and Head of Quantitative Analysis at Scottish Widows Investment Partnership, now Aberdeen Asset Management. Developed portfolio risk management systems and integrated quantitative investment techniques into a fundamentally based investment process.
Managed structured products and index funds (Awarded AA rating by Fund Research), with financial engineering experience trading equity options and as a derivative products analyst.
Speaker at international investment conferences on portfolio analytics, factor investing and smart beta, and style and risk analysis in asset management.
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