Investment management executive with extensive knowledge of equities, fixed income, and alternatives, ETFs, mutual funds, UITs, CEFs, capital markets, portfolio strategy, and wealth management. A collaborative, value-driven leader and coach with a reputation for providing timely and impeccable ...more

Investment management executive with extensive knowledge of equities, fixed income, and alternatives, ETFs, mutual funds, UITs, CEFs, capital markets, portfolio strategy, and wealth management. A collaborative, value-driven leader and coach with a reputation for providing timely and impeccable service. Consistently delivers impactful solutions and results. Strategic and tactically minded, adept in maintaining an agile and flexible approach. Trusted Partner | Client First | Entrepreneurial | Relationship Builder| Sales Consultant | Client Portfolio Management | Investment Policy & Strategies | Research & Due Diligence | Industry Expertise Relationships with: Firm Discretion Portfolio Managers | ETF Research Analysts | Due Diligence Analysts | Product Managers | Capital Markets Strategists | Fundamental Research Analysts | Market Strategists | Technicians | Quantitative Analysts | Economists | Financial Advisors | Rep-as-PM Consultants | Rep-as-Advisor Consultants | Private Bankers | Sales Managers | Business Development Officers | Advisor Consultants | Relationship Managers | Product Development Managers | Risk & Compliance Managers | Asset Managers | Mutual Fund Managers | Institutional Money Managers | Sub-Advisor Managers | SMA Managers | Traders | Marketing & Branding teams | Business Intelligence Groups | Coaches and practice management professionals.less