Over 25 years of experience in the financial services sector with broad experience as Chief Investment Officer of an asset manager/RIA, head of manager research and investment at a multi-family office/OCIO, portfolio manager of discretionary, quantitative and multi-asset investment portfolios, ...more

Over 25 years of experience in the financial services sector with broad experience as Chief Investment Officer of an asset manager/RIA, head of manager research and investment at a multi-family office/OCIO, portfolio manager of discretionary, quantitative and multi-asset investment portfolios, structuring of leveraged buy-outs and distressed debt work-outs. Manager Selection and Asset Allocation: •Unique perspective of being an asset manager and asset allocator •Implemented institutional process around manager and operational due diligence. •Perspective and experience to ask the right questions and identify the best managers •Selected distinct managers across public equity and fixed income and private credit, commodities, infrastructure, real estate, venture capital, private equity and hedge funds. Business Management: •Managed the investment team and support functions such as trading, investment operations (capital calls/distributions/documents) and performance reporting. •Reorganized the team structure and investment process to be more disciplined and alpha driven in our portfolio management. •Developed firm strategy around investment products, platforms and vehicles, end clients and additional services. •Built out a risk management and governance structure to all investment areas. Investment Performance: Focused on delivering strong performance. Track record of outperforming respective benchmarks over rolling 3, 5, and 10 year time periods. Strategy/Product development/Competitor Analysis: •Developed new products including a customized global go-anywhere, equity long/short, ESG, international and a customized all cap UCIT fund. •Analyzed competitor landscape, honed marketing materials, achieved management buy-in and seed funding and managed the legal documents to launch funds. People Management: Skilled in hiring, retaining and motivating investment talent and support staff. Foster a collegial work environment with effective coaching, communication and expectations. Created and oversaw mentoring and internship programs. Communication: • Strong presentation and marketing skills to large institutional plans, endowment and foundations, large multi-generational families as well as retail clients. • Regular contributor to news publications and TV. Presented at large investment industry conferences.less