Experienced asset management professional currently managing the asset management businesses of Jacobi Asset Management, a digital asset ETF specialist and FinEx Capital Management which consist of ETFs, hedge funds and private equity funds. Prior to FinEx I worked in and then led the iShares ...more

Experienced asset management professional currently managing the asset management businesses of Jacobi Asset Management, a digital asset ETF specialist and FinEx Capital Management which consist of ETFs, hedge funds and private equity funds. Prior to FinEx I worked in and then led the iShares Product team in London. Key Product Development skills include product structuring and product management across all asset classes; equities, fixed income, commodities, alternatives, and FX hedging, primarily in ETFs (iShares). Leader of a team who managed large, complex, multi-asset class transitions for strategic clients. Designed and implemented trading and hedging strategies, client liaison and reporting, pre and post -trade analysis. Developed systems to manage transitions and to calculate implementation shortfall.less