• Results-driven CIO & Portfolio Manager with track record of consistent benchmark outperformance. • Employ disciplined approach leveraging fundamental research with quantitative models and technical analysis. • Specialize in turning around underperforming funds and significantly enhancing ...more

• Results-driven CIO & Portfolio Manager with track record of consistent benchmark outperformance. • Employ disciplined approach leveraging fundamental research with quantitative models and technical analysis. • Specialize in turning around underperforming funds and significantly enhancing investment processes. • Strong passion for ESG / socially responsible investing; developed one of first quantitative ESG funds. • Thorough knowledge of Factset, Bloomberg, Orion, MorningstarAdvisor, Excel, LPL, Redtail CRM. Specialties: portfolio management, equity research, macro strategy, asset allocation, technical analysis, quantitative modeling, ESG investing, short selling, behavioral finance, risk management, performance attribution, written/oral communicationless