Highly versatile and intuitive investment consulting professional with unique multi-asset class experience in global equities, commodities, real estate, fixed income and alternative strategies. Recognized for providing quality investment insight, crafting practical solutions from strategy, ...more

Highly versatile and intuitive investment consulting professional with unique multi-asset class experience in global equities, commodities, real estate, fixed income and alternative strategies. Recognized for providing quality investment insight, crafting practical solutions from strategy, structure and implementation through to ongoing portfolio management. Credited with having a calming influence enabling trust and confidence in building rapport among investment managers, vendors and clients that result in more favorable outcomes. Significant experience evaluating manager investment processes across traditional and alternative products, analyzing institutional and high net worth client portfolios, producing customized asset allocation strategies. Specialties: Manager Search and Selection, traditional and alternative asset classes, investment consulting, asset allocation, portfolio construction, performance attribution, risk/return analysis, client service, relationship management.less