With over 20 years of experience in the investment management industry, I am a seasoned and skilled portfolio strategy leader with a CFA credential. I have a strong background in securities, asset management, ETFs, investment strategies, and equities, and a passion for delivering value to clients ...more

With over 20 years of experience in the investment management industry, I am a seasoned and skilled portfolio strategy leader with a CFA credential. I have a strong background in securities, asset management, ETFs, investment strategies, and equities, and a passion for delivering value to clients and stakeholders. As the Executive Director of Portfolio Strategy Consulting at Eaton Vance Distributors, I built a team of investment professionals focused on developing meaningful relationships with research clients. I also create and execute on a thoughtful approach to engaging with clients, resulting in a vast improvement of client satisfaction, product availability, and assets flow. Additionally, I integrated the research team coverage as part of the Eaton Vance acquisition, demonstrating my ability to adapt and collaborate in a dynamic environment. My mission is to provide high-quality and innovative portfolio solutions that meet the needs and goals of our clients.less