Build | Mentor | Innovate | Listen BUILD professional, efficient governance, management and investment structures tailored to asset managers across retail and institutional channels. MENTOR top-notch executive talent to fostering a culture of flexible thinking and develop their team ...more

Build | Mentor | Innovate | Listen BUILD professional, efficient governance, management and investment structures tailored to asset managers across retail and institutional channels. MENTOR top-notch executive talent to fostering a culture of flexible thinking and develop their team members. INNOVATE by encouraging creativity and impactful research, thereby becoming the industry leader. LISTEN attentively to client concerns to help create and communicate new chapters in a firm’s story that motivates and excites internal and external stakeholders. Own experience ranges from the world’s third largest asset manager, to leading mutual fund company, to major U.S. universities, to consultancies, to Board positions. Launched field of stock market anomalies; achieved #1 Morningstar mutual fund ranking. A recognized expert among practitioners and academics.less