Experienced investment research professional with a proven track record in designing, implementing and streamlining a disciplined investment process. Decision maker on asset allocation, stock selection and portfolio management. Extensive breadth of knowledge and expertise in expected return signal ...more

Experienced investment research professional with a proven track record in designing, implementing and streamlining a disciplined investment process. Decision maker on asset allocation, stock selection and portfolio management. Extensive breadth of knowledge and expertise in expected return signal research with hands on knowledge in back-testing, constructing and implementing robust stock selection models. Creative thinker and communicator, who can effectively deliver investment objectives and philosophy to Management, Portfolio Managers, and Analysts, as well as to Private and Institutional Clients. A contributing author for the CFA Institute’s CIPM® Program, and has co-authored research papers published in The Journal of Portfolio Management, The Journal of Investing, The Journal of Wealth Management, The Journal of Index Investing, and Applied Financial Economics. Adjunct Professor of Finance at Fordham University, Hofstra University and Baruch College. Specialties: Stock Selection Models, Portfolio Management, Back-Testing, and Quantitative Analyticsless