Personable and professional finance and investment executive with finance and strategic skills focused on driving corporate profitability. Functional responsibilities have included: Executive for a startup, Portfolio manager and equity analyst in long-only and alternative mandates Business ...more

Personable and professional finance and investment executive with finance and strategic skills focused on driving corporate profitability. Functional responsibilities have included: Executive for a startup, Portfolio manager and equity analyst in long-only and alternative mandates Business development and client relationship management, Investment manager research and selection. Previously, as a senior member of a boutique investment firm, I held broad investment responsibilities and developed a detailed understanding of the managerial and functional components of running investment firms. I have generated difference-making investment performance in long-only and alternative mandates through a variety of market conditions. Over the past several years I have managed my own firm providing research services to clients and worked to launch an innovative impact investment product. Core competencies include fundamental investment research, investment communications, strategic planning and evaluation, manager research and selection, asset allocation and business development. Excellent communications and presentation skills demonstrated in meetings with C-suite executives, institutional and retail clients, and all levels of investment professionals.less