Accomplished senior-level investment professional with deep knowledge of quantitative stock selection model research and portfolio management. Proven, client-focused leader within a large global team. Recognized for solving complex problems with a creative and pragmatic approach, and for ...more

Accomplished senior-level investment professional with deep knowledge of quantitative stock selection model research and portfolio management. Proven, client-focused leader within a large global team. Recognized for solving complex problems with a creative and pragmatic approach, and for effectively communicating with a wide variety of internal and external clients. Extensive Portfolio Management Record: Successfully managed multi-billion dollar portfolios for retail and institutional clients utilizing equity long-only, long-short and tactical asset allocation strategies. Proven ability to create solutions-oriented products tailored to client risk/return specifications. Proven Client-Facing Expertise: Substantially contributed to Institutional client sales and service, including due-diligence, reviews, and finals presentations for a diverse set of clients globally. Meaningfully contributed to thought leadership by authoring articles and presenting at industry conferences. Retail client duties included verbal and written updates, presentations to large groups of RIAs, and mutual fund board reviews. Demonstrated Quantitative Research Skills: Extensive experience building well-performing, rigorous and innovative stock-selection models, asset allocation models and portfolio construction tools.less