Chief Investment Officer of Spinnaker Trust (total AUM $2.7bn). Lead on GMG investment product ($600mn AUM) - tactical asset allocation via ETF. Focuses on factors, sectors, sub-sectors in the U.S. and regions and/or countries internationally. Co-portfolio manager of a concentrated U.S. equity ...
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Chief Investment Officer of Spinnaker Trust (total AUM $2.7bn). Lead on GMG investment product ($600mn AUM) - tactical asset allocation via ETF. Focuses on factors, sectors, sub-sectors in the U.S. and regions and/or countries internationally. Co-portfolio manager of a concentrated U.S. equity product with $100mn under management. Focus on the Technology, Energy, Materials and Utilities Sectors.
Four years of experience running Emerging Markets assets at Fidelity/FMR (internal product with ~$3bn in assets), specifically the GEM's Industrials, Utilities, and Consumer sectors.
Acted as a generalist covering large-caps in Japan and Korea for The Boston Company, Europe and the UK for Wellington Management, and US Media with Ariel Capital Management in Chicago. Worked on a consulting team that launched Citibank's wealth management business in Turkey.
Specialties: U.S. sector/factor strategy and stock picking within cyclical sectors. Global asset allocation. International equities broadly having focused on GEMs, Japan and Europe/UK at different points in my career. ESG Investing.
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