As an experienced investment professional and CFA charterholder, I have dedicated my career to guiding sophisticated clients through the complexities of equity manager research, investment strategy, and asset allocation. With over two decades of leadership in the investment industry, my expertise ...more

As an experienced investment professional and CFA charterholder, I have dedicated my career to guiding sophisticated clients through the complexities of equity manager research, investment strategy, and asset allocation. With over two decades of leadership in the investment industry, my expertise spans across broad market analysis, ESG integration, and the development of sustainable investment strategies. At WTW, I lead the North American Equity Manager Research team, making critical decisions on manager ratings and driving thought leadership in sustainable investing (SI) and Environmental, Social, and Governance (ESG) topics. My contributions have not only enhanced our clients' investment outcomes but have also strengthened our firm's focus on transparency, sustainability, and innovation. I am passionate about educating the next generation of equity researchers, having developed a comprehensive training curriculum for our global teams. Additionally, I have consistently represented WTW in industry events and high-profile discussions, including engagements at the United Nations and participation in the U.S. Investment Consultant Sustainable Investment Working Group. I’ve worked with some of the industry's top firms, delivering measurable results and alpha contributions to client portfolios. My experience includes spearheading manager selection and monitoring for multi-billion-dollar portfolios and building scalable investment systems and tools that have enhanced operational efficiency. Whether driving investment performance, fostering team growth, or shaping sustainable investing practices, I am committed to pushing the boundaries of what’s possible in the world of investment management.less