Highly driven and performance focused senior professional with 20+ years of experience in private wealth, asset management and indexing. Extensive private wealth portfolio management, ETF and index fund management expertise with a track-record of overseeing multi-billion-dollar portfolios, ...more

Highly driven and performance focused senior professional with 20+ years of experience in private wealth, asset management and indexing. Extensive private wealth portfolio management, ETF and index fund management expertise with a track-record of overseeing multi-billion-dollar portfolios, developing trading processes and analyzing portfolio risks. Respected leader, motivator, and strategist with ability to forge alliances across the firm. ETF / Index Portfolio Management Private Wealth Portfolio Management Team Leaderless