Over 30 years of dedicated investment strategy, portfolio construction and risk management experience across all major asset classes including alternatives. My current focus is on leading an investment team that is responsible for portfolio implementation and stewardship of global equity and ...more

Over 30 years of dedicated investment strategy, portfolio construction and risk management experience across all major asset classes including alternatives. My current focus is on leading an investment team that is responsible for portfolio implementation and stewardship of global equity and multi-asset class products for Richard Bernstein Advisors LLC. In addition to serving as a senior member of the firm’s investment committee, I also contribute to new product development, institutional marketing and client service. I have successfully combined quantitative and fundamental investment analysis with disciplined portfolio construction, risk analysis and performance. My passion is to deliver superior investment results and for discussing investment strategies, economics, markets and research with all types of investors. Specialties: Global portfolio design, execution and evaluation that combines top-down macro-economic policy with bottom-up quantitative methods. Implementation of investment tools such as portfolio optimization, performance attribution, risk management and Environmental, Social & Governance research.less