An accomplished, results-driven Chief Investment Officer highly regarded for executing innovative initiatives that result in revenue and asset growth. Known for conducting quantitative and qualitative evaluations of investment managers and investment opportunities to improve portfolio construction, ...
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An accomplished, results-driven Chief Investment Officer highly regarded for executing innovative initiatives that result in revenue and asset growth. Known for conducting quantitative and qualitative evaluations of investment managers and investment opportunities to improve portfolio construction, risk management and outcomes for institutions and high net worth individuals. Out-of-the-box, analytic thinker who improves outcomes and reduces costs. Exceptional leadership skills, investment management abilities, operational expertise and overall performance.
CAREER HIGHLIGHTS:
-Construct Multi-Asset Class Portfolios to help both individual and institutional clients reach their objectives.
-Determining the Investment Strategy and Allocations for Over $140 Billion in discretionary assets.
-Establishing a State-of-the-Art Open Architecture Investment Platform.
-Serving as a primary Media Spokesperson and Improving Client Communications to drive growth.
As a frequent public speaker, presented at premier events such as the University of Dayton’s R.I.S.E. (Redefining Investment Strategy Education) Forum and the FactSet U.S. Investment Process Symposium.
Frequently appear on U.S. and international networks like CNBC, CNBC Asia, Fox Business, NHK World and Bloomberg TV for market insights, and have been quoted extensively in the financial press, including The Wall Street Journal, Financial Times, Bloomberg, Barron's, Fortune, Forbes, USA Today and The New York Times. Became a contributor to Forbes in 2014.
Specialties: Chartered Financial Analyst (CFA) designation
Chartered Market Technician (CMT) designation
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