Experienced investment research and operations professional with a particular passion for and knowledge of ETFs and index-based investing. Well-rounded experience working across different functions of the ETF ecosystem and product life cycle. Understand how indexes are constructed, maintained, and ...more

Experienced investment research and operations professional with a particular passion for and knowledge of ETFs and index-based investing. Well-rounded experience working across different functions of the ETF ecosystem and product life cycle. Understand how indexes are constructed, maintained, and translated into investable products across a wide range of asset classes, investment strategies, and geographic regions. CFA Level III Candidate Professional Skills & Interests: Investment Research & Thought Leadership, ETFs, Index Construction & Operations, Portfolio Management, Asset Allocation, Macroeconomic Analysis, Equities, Fixed Income, Alternative Investments & Strategies, Performance Reporting & Attribution, Securities Dataless