Investment strategy thought leader and innovator skilled in new strategy and product R&D and managing ongoing investment processes. Re-tool and enhance legacy approaches to be more scalable and at the forefront of best investment management practices. Broad experience across client segments, asset ...more

Investment strategy thought leader and innovator skilled in new strategy and product R&D and managing ongoing investment processes. Re-tool and enhance legacy approaches to be more scalable and at the forefront of best investment management practices. Broad experience across client segments, asset classes, and styles. Foster collaborative and tight team relationships among uniquely skilled professionals to optimize individual and team performance. Robust ties to other thought leaders in the investment community and academia. Quantitative Research | Portfolio Construction | Asset Allocation | Quantitative Active Equity | Risk Management | ETFs | Direct Indexing | Hedge Funds | Alternatives | ESG | Smart Beta | Factor Modeling | Tax Aware | Thematic | Completion Portfolios | Outsourced CIO | Institutional | Family Office | High Net Worth | Retail Wealth Managementless