Director of Investments and Head of Research & Portfolio Management for Global Strategic Investment Solutions, the next generation leader of the Outsourced Chief Investment Officer (OCIO) model. I am an investment manager and capital markets researcher with over a decade of experience acting in ...more

Director of Investments and Head of Research & Portfolio Management for Global Strategic Investment Solutions, the next generation leader of the Outsourced Chief Investment Officer (OCIO) model. I am an investment manager and capital markets researcher with over a decade of experience acting in a critical decision-making capacity for institutional clients, financial advisors, and high net worth investors. I walk the line between robust and deep quantitative content expert and thoughtful client relationship executive. My core competencies are portfolio construction, manager due diligence, quantitative methods, performance evaluation, and risk management. I love solving complex problems. I never turn my back to a challenge. Platform expertise: FactSet, Bloomberg, Axioma, BarraOne, Morningstar Direct, RiskFirst PFaroe/FundManager, Zephyr StyleAdvisor/AllocationAdvisor, SunGard InvestorsView/TradeView, FolioDynamix, APX, AddVantage. Coding: Python (intermediate), R (novice), SQL, VBA Proficient in financial data science methods, data cleaning/wrangling, and certain financial machine learning methods. Professional Education: MBA - Eller College of Management, University of Arizona Chartered Financial Analyst (CFA) Charterholder Chartered Alternative Investment Analyst (CAIA) Charterholder Certified Digital Asset Advisor (CDAA) I speak fluent Brazilian Portuguese.less