Experienced leader with more than 25 years of leading sales, investment research, IT and portfolio construction teams. • Proven record in growing multiple business lines and leading teams focused on sales, investment research, portfolio management, marketing and product development. • Dynamic ...more

Experienced leader with more than 25 years of leading sales, investment research, IT and portfolio construction teams. • Proven record in growing multiple business lines and leading teams focused on sales, investment research, portfolio management, marketing and product development. • Dynamic leader that understands the value in building diverse teams and maximizing the team’s differences leading to successful execution. B.S. in Finance and an M.B.A in Quantitative Analysis from Saint John’s University. I am a CFA® charterholder and also hold the CAIA and FRM designations.less