As the chief investment officer for Edelman Financial Engines, I oversee the team that manages investments for more than 1.3 million clients while helping them navigate the financial market cycles. I am responsible for critical functions that deliver portfolio construction and management, research ...more

As the chief investment officer for Edelman Financial Engines, I oversee the team that manages investments for more than 1.3 million clients while helping them navigate the financial market cycles. I am responsible for critical functions that deliver portfolio construction and management, research and development, investment analysis and innovation, market commentary, financial technology and fiduciary quality assurance capabilities for clients, ensuring consistent delivery to the millions of people who use our services. With more than 20 years of experience in portfolio management and research, I have unique experience to help serve our wealth planning clients, employee planning clients and our plan sponsor institutional partners. I joined Edelman Financial Engines in 2014 as the senior vice president of Portfolio Management. In my prior roles, I was managing director at MSCI, where I was head of Applied Research and business manager of Research. I received a B.A. in Philosophy and Economics from the University of York and an A.M. in Economics from Stanford University. He is a CFA charter holder.less