Head of Investment Strategy on the Aperio portfolio management team (now part of BlackRock). Investment strategist covering tax-loss harvesting, quantitative portfolio management, optimization and risk models, "direct indexing" before it was, and unique client situations and ...more

Head of Investment Strategy on the Aperio portfolio management team (now part of BlackRock). Investment strategist covering tax-loss harvesting, quantitative portfolio management, optimization and risk models, "direct indexing" before it was, and unique client situations and solutions. Experience with passive and active equity management, investment consulting, asset allocation, manager research, and back-testing/simulation.less