Experienced investment professional with demonstrated leadership and management capabilities and a history of innovation and business development. Significant portfolio management experience across the size/style/risk spectrum of US equities. Strong client-facing skills, communicating effectively ...
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Experienced investment professional with demonstrated leadership and management capabilities and a history of innovation and business development. Significant portfolio management experience across the size/style/risk spectrum of US equities. Strong client-facing skills, communicating effectively to a wide range of audiences.
A few bullet points to highlight the versatility I bring to a firm:
* Principal architect and programmer of stock selection model that incorporated multiple factors, security-specific sentiment and the overall market environment.
* Served as the internal and external face and voice for the team, leading hundreds of meetings with clients, prospects and consultants. Significant wins in finals presentations.
* History of innovation, leveraging existing capabilities and working with other teams to expand firm's AUM.
* Intently focused on client's investment needs, continually working to enhance the investment process in order to deliver best possible risk/return.
* Expertise in portfolio construction, optimization and managing risk controls.
* Expert programmer
Specialties: Quantitative equities, product specialist, client-facing skills, multi-factor modeling, portfolio optimization and construction, Monte Carlo simulations, C++ programming
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