Extensive and diverse portfolio management, trading, product development, relationship management and business development experience with top tier investment management and financial technology firms. Global expertise in quantitative, index, enhanced, and quantitative portfolio management for ...more

Extensive and diverse portfolio management, trading, product development, relationship management and business development experience with top tier investment management and financial technology firms. Global expertise in quantitative, index, enhanced, and quantitative portfolio management for institutional, individual and family office clients; product launch and oversight of domestic, international, emerging markets and all-country investment strategies; ; ETF product launch and implementation; development and management of tax-aware and tax-managed equity portfolio management strategies; known in my industry as a solutions provider for institutional, individual, and family office investors.less