I’m an accomplished, multi-faceted executive with extensive experience in developing and implementing transformational strategies across portfolio management, investments, assets, and equities. I leverage a robust business and industry acumen within investment team leadership, asset allocation, and ...more

I’m an accomplished, multi-faceted executive with extensive experience in developing and implementing transformational strategies across portfolio management, investments, assets, and equities. I leverage a robust business and industry acumen within investment team leadership, asset allocation, and investment strategy to propel dynamic and sustainable growth. I cultivate trusted business partnerships and stakeholder relationships at all levels, from customers to C-Suite peers. As a visionary, adaptable leader, I build high-performing, empowered teams focused on achieving the organization's short-term revenue goals and long-term growth objectives. I foster employee development, promote a positive, inclusive, and supportive culture, and encourage employees to expand their skillsets. I have a keen ability to ingest and distill complicated financial information across all audiences. Core Competencies: • Global Portfolio Management • Identify & Analyze Opportunities • Client Support & Experience • Managed Solutions • Portfolio Risk & Return • Portfolio Construction & Analytics • Go-To Product Offerings • Assets Under Management • Trust & Estate Management • Manager Selection & Due Diligence • Fixed Income & Equities • Hedge Funds & Liquid Alternatives ✉ LET’S CONNECT! I’m always interested in expanding the network of my professional acquaintances and welcome thoughts or questions about my work.less