Experienced investment professional with significant accomplishments leading activities in discretionary portfolio management, manager research, risk analytics, investment oversight and asset allocation. Areas of proficiency include: - Leading teams through change - Designing and implementing ...more

Experienced investment professional with significant accomplishments leading activities in discretionary portfolio management, manager research, risk analytics, investment oversight and asset allocation. Areas of proficiency include: - Leading teams through change - Designing and implementing value-added investment processes - Managing multiple complex projects simultaneously - Applying risk analytics for wealth management - Providing insightful research to support institutional and private wealth advisory services - Leading teams across various geographies, including countries outside the United States - Developing, monitoring and ensuring adherence to detailed operating procedures - Presenting complex ideas in compelling and easy to comprehend termsless