Builder and Strategic partner in Investment Management, Foundation Leadership, and Risk Oversight.
1) Senior investment professional who has successfully implemented industry best practises for Foundation management and portfolio management.
2) Rescued NY foundation from bankruptcy in dual ...
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Builder and Strategic partner in Investment Management, Foundation Leadership, and Risk Oversight.
1) Senior investment professional who has successfully implemented industry best practises for Foundation management and portfolio management.
2) Rescued NY foundation from bankruptcy in dual role as Chief Investment Officer and Executive Director. Doubled the Endowment to $30 mm through Fund Raising, Asset Sales, and rightsizing Staff.
3) Put in place detailed control infrastructures, OCIO selection process, UPMIFA compliance, and proper governance procedures honed by 20+ years of active experience on non-profit Boards.
Successful career in Risk Oversight at major Hedge Funds and Global banks.
1) Transformed the investment and risk approaches at several large firms by introducing “deep dive” analyses and harnessing real-time valuations and stress analyses enabling senior management to monitor exposures intraday.
2) Managed risk teams through series of market crises starting with ’87 Stock Market crash and bankruptcy of major trading firms. Helped lead launch of firm-wide Operational Risk program for major Broker/Dealer.
3) Implemented leading edge investment management risk controls and selected by CIO to be part of original 4 member Corporate Risk team to introduce VaR and other quantitative techniques to the largest US insurer.
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