Sell side leader with focus on making money for clients through idea generation, proprietary research and access to management. Successful record of execution as all sell side teams gained market share during my tenure. All businesses achieved top line growth with a more balanced mix of stronger ...more

Sell side leader with focus on making money for clients through idea generation, proprietary research and access to management. Successful record of execution as all sell side teams gained market share during my tenure. All businesses achieved top line growth with a more balanced mix of stronger clients. Strong understanding of the competitive landscape with the ability to identify opportunities for growth and execute. Extensive network, ability to recruit, find the right fit and/or build a team. High degree of integrity, discretion and professionalism. Seasoned veteran investor with both buy side and sell side experience. Portfolio Manager with a long term track record of excess returns vs benchmark and peer groups. Recent alpha capture track record of +500bps shows ability to identify opportunities and make money in the short term.less