I'm an experienced award winning published portfolio manager with experience in multi-asset asset allocation portfolios including strategic long term portfolios (institutions such as foundations and pensions as well as retail), individual equities, and macro. I am also have extensive fundamental ...more

I'm an experienced award winning published portfolio manager with experience in multi-asset asset allocation portfolios including strategic long term portfolios (institutions such as foundations and pensions as well as retail), individual equities, and macro. I am also have extensive fundamental equity and economic experience. This all includes futures macro strategies delivering > 2 Sharpe, 7 successful mutual funds, and 2 hedge funds. These mutual funds have won numerous awards such US Large Cap Institutional Strategy of the Year 2019, ESG Strategy of the Year 2019, PSN Top Gun, Investors Business Daily Best Mutual Funds 2020. I'm also honored to have been named a Rising Star in Mutual Funds by Fund Intelligence and Pension Bridge. I am also a successful executive business builder. I have been a portfolio manager on 8 different mutual funds in my career with many of them launched during my tenure. Assets tripled during my tenure at a previous firm. I have deep experience in business strategy, marketing, sales, conferences, public relations, social media, and public speaking.less