I’m a seasoned financial services executive with proven success in launching and scaling new products and startup business lines. I have extensive experience in multi-asset investment strategy, client education and relationship management, working with a broad range of institutional and retail ...more

I’m a seasoned financial services executive with proven success in launching and scaling new products and startup business lines. I have extensive experience in multi-asset investment strategy, client education and relationship management, working with a broad range of institutional and retail clients. Among my strongest skills is an ability to distill large amounts of complex information into easily understood communications for a wide variety of audiences. I’m most energized by new challenges and creatively shaping rough concepts into polished, successful products and businesses. CAREER HIGHLIGHTS Asset Management Comprehensive knowledge of the capital markets, multi-asset investment management, factor investing, smart beta, indexing & ETFs, digital advice, fintech, retirement products and sustainable investing. Entrepreneurial Expertise Deep experience in successfully launching and building startup businesses from the ground up as well as new business lines within leading financial services companies. Recognized Author & Speaker Extensive writing and public speaking experience in engaging with key industry groups; serving as keynote speaker at industry conferences; and appearing on television, radio, webcasts, etc.less