Senior investment professional with extensive experience creating customized outcome-oriented multi-asset solutions. Expertise designing custom glidepaths for Target Date Funds (retirement platforms) and constructing bespoke asset allocation solutions. Key role in investment manager selection & ...more

Senior investment professional with extensive experience creating customized outcome-oriented multi-asset solutions. Expertise designing custom glidepaths for Target Date Funds (retirement platforms) and constructing bespoke asset allocation solutions. Key role in investment manager selection & due-diligence. Established track-record directing wide range of research initiatives and building firmwide analytics platforms. Proven success in effective full-cycle strategy execution from high level concept through implementation including cross-business consensus and change management. INVESTMENTS • Strategic Asset Allocation • Custom Target Date Fund Design • Manager Selection &Due-diligence • Multi-Asset Solutions (OCIO) • Liquid & Illiquid assets RESEARCH • Original Retirement/Defined Contribution Research • Outcome Oriented Research • Quantitative Research • White papers ANALYTICS • Innovative firmwide analytics • Risk Analytics • Portfolio Characteristics • Performance Attributionless