A senior executive of investment management and advisory businesses with experience in all aspects of the investment process and management of all asset classes. Created new models, methods, and strategies, including many industry firsts. Built proprietary risk models to optimize investment ...more

A senior executive of investment management and advisory businesses with experience in all aspects of the investment process and management of all asset classes. Created new models, methods, and strategies, including many industry firsts. Built proprietary risk models to optimize investment management processes. Extensive experience scaling investment solutions. Cultivated principles of “client first,” transparency, investment cost management, and scalable customization. Expertise in impact investing, ESG (Environmental, Social, and Governance), SRI (Socially Responsible Investing), and MRI (Mission Related Investing) landscape. ▪ Led Palladiem to achieve multiple honors, including “Top 25 ETF Investment Strategist Firms” in the U.S. by ETFtrends.com, “Top RIA Firm” by Financial Times, and third fastest-growing RIA in the U.S. by Financial Planning Magazine. ▪ Recognized as “All-Star ETF Strategist” by ETF.com. ▪ Invited frequently to speak at industry conferences in risk management, portfolio construction, and quantitative methods for investment management.less