Possible summary:
With more than 25 years of experience in the financial industry, I am a co-founder and partner at 4Front Advisory, a consultancy firm that helps clients achieve their sustainability goals and enhance their investment performance. I am a Chartered Financial Analyst (CFA) and a ...
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Possible summary:
With more than 25 years of experience in the financial industry, I am a co-founder and partner at 4Front Advisory, a consultancy firm that helps clients achieve their sustainability goals and enhance their investment performance. I am a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA), as well as a certified sustainability professional with diplomas and certificates from reputable institutions.
As a former portfolio manager and head of equities, I have a proven track record of managing over $1 billion in active equities for various clients, including retail, institutional, UHNW, family offices, and foundations. I have also developed and implemented corporate strategies, risk management frameworks, and team-building initiatives. I am passionate about applying my expertise in sustainable investment, emerging markets, and ESG integration to create positive social and environmental impact. I am currently looking for a new position with a purpose-driven organization and willing to relocate.
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