Accomplished and principled investment executive with extensive experience evaluating investment management teams, processes and firms. Enhanced Due Diligence integrating quantitative and qualitative analyses. Team oriented and analytical problem solver, building consensus and focusing teams to ...more

Accomplished and principled investment executive with extensive experience evaluating investment management teams, processes and firms. Enhanced Due Diligence integrating quantitative and qualitative analyses. Team oriented and analytical problem solver, building consensus and focusing teams to achieve corporate objectives. Deep understanding of investment implications of socially responsible / ESG-defined investment mandates. Expertise in: Investment Manager Due Diligence | Responsible Investing & ESG | Asset Allocation | Portfolio Risk Analysis | Performance Attribution | Compliance Monitoring | Client Reportingless