Accomplished institutional/intermediary distribution professional with a portfolio of business development, relationship management, consultant relations and client portfolio management experience. A key management member and asset producer for multiple asset management firms with a broad portfolio ...more

Accomplished institutional/intermediary distribution professional with a portfolio of business development, relationship management, consultant relations and client portfolio management experience. A key management member and asset producer for multiple asset management firms with a broad portfolio of contacts nationally in the financial aggregation space (investment consultants/intermediaries/RIA/TAMPs and family office space), DC/DB plans, endowment product development, equity, fixed-income, multi-asset, OCIO, private equity/debt, real assets and other targeted solutions, from incubation to maturity. New Business Development | Deal Sourcing | Relationship Management | Consultant Relations | Platform Management | Client Portfolio Manager | US, Global & EM Equities | Core Fixed & Structured Credit | Multi-Asset & OCIO Solutions | Retirement Solutions/Target Date Funds | DC/DB Plans | Endowment & Foundations | RIA’s & Family Offices | Private Equity & Debt | Real Estate Financingless