I'm a results-oriented financial services executive with a track record of spearheading growth and innovation, primarily in ETFs. I've consistently delivered strategic solutions that have redefined industry standards with an unquenchable curiosity for market trends and a relentless drive for ...
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I'm a results-oriented financial services executive with a track record of spearheading growth and innovation, primarily in ETFs. I've consistently delivered strategic solutions that have redefined industry standards with an unquenchable curiosity for market trends and a relentless drive for excellence.
My Story
Over the past 15 years, I've navigated the intricate landscape of the ETF industry, working with firms that are on the cutting edge of innovation and collaborating with visionary leaders. My journey has been marked by a commitment to optimizing investor outcomes, fostering great relationships, and embracing change as a catalyst for progress.
Professional Expertise
As a seasoned professional, I've successfully managed teams, helped develop ETFs that have brought in billions in assets, optimized ETF structures that reduced operating costs, significantly driven firm asset growth and won many industry awards. My comprehensive understanding of market dynamics, regulatory environments, and investor behaviors has consistently enabled me to deliver bespoke investment solutions that have often exceeded client expectations.
Innovation Champion
I thrive on driving innovation at the intersection of finance and the rest of the world. My passion for harnessing cutting-edge tools, such as using artificial intelligence in 2017 to launch the world’s first AI ETF, to enhance portfolio management decisions, streamline operations, and elevate investor experiences, sets me apart in the ETF space.
Thought Leadership
Beyond my professional role, I'm committed to shaping the future of the ETF industry through thought leadership and advocacy. I am routinely interviewed for many major global media outlets, including: The Wall Street Journal, CNBC, Reuters, Forbes Advisor, ValueWalk Podcasts, NerdWallet, Cointelegraph, CoinDesk, etc. This allows me to share insights and perspectives that empower fellow professionals and investors to make informed decisions in an ever-evolving market.
Fun Stuff
Outside the work environment, I enjoy travel, sports and music. I am a big Buffalo Bills fan and hope they win it all in 2023/2024! Alternative music is my favorite. Recently, country has been dominating my Spotify playlists.
Let's Connect
I'm always eager to connect with fellow trailblazers, collaborators, and like-minded professionals who share a passion for shaping the future of finance. Whether you're interested in discussing industry trends, exploring potential partnerships, or simply exchanging insights, feel free to connect!
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