I am a 30+ year veteran of the investment and wealth management industry with a versatile background in portfolio construction, research, investment due diligence, client engagement, and business leadership. My career has also presented me with opportunities to work with a number of asset classes, ...more

I am a 30+ year veteran of the investment and wealth management industry with a versatile background in portfolio construction, research, investment due diligence, client engagement, and business leadership. My career has also presented me with opportunities to work with a number of asset classes, investment structures, and strategies involving broad market equities, REITs, fixed income, alternative investments, ETFs, mutual funds, separate accounts, asset allocation, active, passive, and quantitative. Throughout my career, I have had particular focus on incorporating technology and analytical tools to help drive investment insights and make me a better investor. In my current role, I am applying my past experience to help clients in the financial intermediary space with their portfolio construction design and manager selection decisions leveraging the expertise and capabilities from T. Rowe Price's Multi Asset Division.less