Specialized in wealth management, investment strategy, financial analysis, and research, with over twenty years of experience in managing and creating finance vehicles to capture behavior and returns within public equities for wealth/investment management firms. Distinctive ability to simplify ...more

Specialized in wealth management, investment strategy, financial analysis, and research, with over twenty years of experience in managing and creating finance vehicles to capture behavior and returns within public equities for wealth/investment management firms. Distinctive ability to simplify complex technical subjects into terms that are easily understood. A Doctorate in Economics whose entrepreneurial career path began in identifying concepts and packaging of enhanced index strategies has led to success in researching and utilizing data to collaborate on custom investment product development that maximizes returns. Established expert at investment industry conferences throughout the US and in Europe, presenting on investment strategies and index construction, and serving as Director/Chairman on multiple boards. A track record of managing firms’ portfolios, and both maintaining and growing client relationships to drive innovative investment strategies that facilitate business development efforts.less