Seasoned CIO and Portfolio Manager with a proven track record of building successful investment teams and businesses. Employs strong macro analysis in all asset allocation decisions and overall investment strategies- all within a risk controlled environment. Early investment professional embracing ...more

Seasoned CIO and Portfolio Manager with a proven track record of building successful investment teams and businesses. Employs strong macro analysis in all asset allocation decisions and overall investment strategies- all within a risk controlled environment. Early investment professional embracing ESG or non-finanical risk analysis into traditional fixed income fundamental security assessment. Developed proprietary "Green" bond strategy in 2010 with a unique approach to selecting environmental corporate leaders for inclusion into a portfolio. Team player with a keen appreciation for individual contributions to successful portfolio management. Also places heavy emphasis on transparency in written and oral investment communications.less