Senior investment management executive with significant experience in private wealth and institutional money management. A collaborative and energetic leader with strong communication skills and success managing cross-functional teams and projects. Expertise includes business development, client ...more

Senior investment management executive with significant experience in private wealth and institutional money management. A collaborative and energetic leader with strong communication skills and success managing cross-functional teams and projects. Expertise includes business development, client service, commercialization of products/services, marketing, strengthening client relationships, manager research, investment risk management, investment consulting, investment research, team building, and process improvement. Proven track record of solving problems, influencing behavior, adding value and recruiting/leading talent. Specialties: Specialties include business development, relationship management, developing departments/centers of excellence, project management, investment decision making process improvement and mentoring. Technical expertise includes portfolio construction, portfolio optimization, after-tax optimization, value at risk analysis, stress testing, scenario analysis and performance analysis. Holder of the CFA designation, formally credit trained.less