Energetic and driven professional with comprehensive accomplishments growing assets under management, impact portfolio management, and cross-functional teams to achieve goals. Grew strategy’s AUM from $20M to $100M by delivering alpha and covariant returns. Demonstrated success in developing and ...more

Energetic and driven professional with comprehensive accomplishments growing assets under management, impact portfolio management, and cross-functional teams to achieve goals. Grew strategy’s AUM from $20M to $100M by delivering alpha and covariant returns. Demonstrated success in developing and executing plans in complex, fast-paced, changing environments. Implements impactful strategies by setting and benchmarking goals, security analysis, market trends, macro environment, and stakeholder relationships. Organized, creative problem-solver who excels at guiding teams through challenging, agile projects. Thought leader in water and clean technology investment. Translates complicated topics into simple concepts. Expertise managing multimillion-dollar portfolios, products, and advising accredited investors. Qualifications: • 25+ years leading investment strategy at Loughlin Water Partners, Geneve Corporation and more. • Supervise security research, analysis, trading, backtesting, portfolio attribution, and all other investment functions. • Created unique water fund, raised $5M seed capital, subsequent additional outside capital, and managed all commercial relationships including attorneys, accountants, audit, tax, banks, clients, prospects, and brokers. Grew fund organically. • Managed $100M equity, derivative, convertible and closed-end fund arbitrage positions, assisted in managing $1B bond portfolio for subsidiary insurance companies, special situation investments, and four financial analysts. • Grew $20M AUM in 1999 to ~$100M over 9 years as lead Equity Portfolio Manager of public Insurance Company (IHC; NYSE) and private holding company, Geneve. • Chartered Financial Analyst, CFA Institute • Master of Business Administration MBA, Finance and Strategy, Georgetown Universityless