Experienced Business Development Professional,Quantitative Analyst, Product Developer, ESG Solution Provider, Researcher, Consultant, Market Strategist, Investment Analyst, and Portfolio Manager. Expert on ETFs, Index Development and Construction, Financial Modeling, Networking, and organizing ...
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Experienced Business Development Professional,Quantitative Analyst, Product Developer, ESG Solution Provider, Researcher, Consultant, Market Strategist, Investment Analyst, and Portfolio Manager. Expert on ETFs, Index Development and Construction, Financial Modeling, Networking, and organizing seminars. salesforce.com, EXCEL, Powerpoint, Access.
Career Highlights:
Played major role in launching of several major ETF families including: iShares; GLD; Van Eck Global; and Deutsche Bank Country Baskets. Served as Portfolio Manager for several APT-based tilted portfolios. Played major role in development of Dow Jones Global Indexes.
Chairman, Steering Committee for Quantitative Work Alliance For Applied Finance Education Wisdom (pronounced quaff-a-few) with active chapters in Boston, Chicago, Denver, Los Angeles Extended Metro, New York, Philadelphia, Pittsburgh, Princeton, San Francisco, and Washington DC. It is an informal professional society that holds monthly or quaarterly meetings for quantitatively oriented investment professionals, and interested academics, service providers, and students.
Specialties: Exchange-Traded Funds, ESG Solutions, Global Asset Allocation, Equity Risk Modeling, Hedge Funds, Research papers, Factor Models, APT, Mathematical Models, CDS Valuation, Ranking Systems, Credit Risk Model Scoring, Business Development, Consulting on Client Needs
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