Respected portfolio manager, client communicator and investment management executive with track record of building and sustaining successful investment teams, processes and performance for multi-asset platforms. Experienced in asset allocation, manager selection and portfolio construction. Product ...more

Respected portfolio manager, client communicator and investment management executive with track record of building and sustaining successful investment teams, processes and performance for multi-asset platforms. Experienced in asset allocation, manager selection and portfolio construction. Product development expertise creating outcome oriented solutions for Corporate, Public, Endowment, Foundation and Retail Mutual Fund channels. Accomplished in relationship management and communication to internal and external stakeholders including staff, boards and investors. Demonstrated success in scaling up significant revenue opportunities for established businesses and delivering alpha in turnaround situations.less