• Manage institutional portfolios and client relationships of defined benefit plans, defined contribution plans, endowments and foundations, and a variety of long-term operating pools • Provide mid-market clients with portfolio construction modeling, strategic asset allocation advice, investment ...more

• Manage institutional portfolios and client relationships of defined benefit plans, defined contribution plans, endowments and foundations, and a variety of long-term operating pools • Provide mid-market clients with portfolio construction modeling, strategic asset allocation advice, investment review and performance evaluation • Integrate capital market insights with macroeconomic analysis to recommend tactical investment tilts • Actively attend quarterly meetings, requiring the presentation of portfolio level detail to Plan sponsor investment committees, senior management, and boards of directors/trustees Specialties; multi-asset solutions, private markets, investment management, fiduciary management, investment outsourcing/advice, relationship management, defined benefit, defined contribution, non-profit organizations, and healthcare systems Previously served within the institutional consulting industry, providing investment guidance to the fiduciaries of corporate and public retirement plans.less