I believe that good investment results can have an outsized impact on institutions and the individuals those investment pools serve. My career has been hallmarked by capitalizing on evolving trends in the investment management industry, shaping precision capital raising strategy and inspiring ...more

I believe that good investment results can have an outsized impact on institutions and the individuals those investment pools serve. My career has been hallmarked by capitalizing on evolving trends in the investment management industry, shaping precision capital raising strategy and inspiring new ways thinking to evolve and address current challenges. I work with large institutions who have complex investment and risk management needs to help them be better stewards of their capital so that capital can have a transformational impact on those it is meant to serve. I am frequently invited to present at industry events on topics such as capital markets, portfolio construction, risk management, and responsible and impact investing. In addition, I am a subject matter expert on fiduciary responsibility for UPMIFA- and ERISA-governed accounts. On a personal basis, I am committed to helping those from opportunity challenged backgrounds gain the edge they need to elevate themselves and those around them.less