Investor, idea generator, and design thinker with a unique blend of multi-asset portfolio management, quantitative / data science, team management, business strategy, and digital product management skills. • Designer of evidence-based processes that enhance and expand investment outcomes • ...more

Investor, idea generator, and design thinker with a unique blend of multi-asset portfolio management, quantitative / data science, team management, business strategy, and digital product management skills. • Designer of evidence-based processes that enhance and expand investment outcomes • Buy-side investment research experience across the institutional, alternative, and private wealth channels • Experienced client-facing presenter and content creator ____________ Specialties: multi-asset portfolio management, equities, fixed income, commodities, currency / FX, index futures, alternatives, hedge funds, real estate, REITs, ETFs, model portfolios, quantitative research, quantamental & thematic investment management, asset allocation, global macro investing, thought leadership, investment writing, whitepaper author, financial services digitization, design thinking, six sigma, research management, research & development, data science management, applied statistics, machine learning, random forest, forecasting, predictive analytics, R, RStudio, SQL, Bloomberg, Factset, Datastream, MS Office, Tableau, Confluence, competitive analysis, SWOT analysis, project management, CPM scheduling, process improvement, product management, product roadmaps, user journey, UI wireframes, storyboards, SLDC, agile development.less