Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Managing Director of Fixed Income

  • Mar 2020 - Present

  • Lead the development and execution of the firm’s taxable and tax-exempt fixed income capabilities, which exceeds $7 billion in client assets. • Identify and design relevant solutions, optimize requisite resources, and articulate KPB’s fixed income strategy and solutions to all stakeholders including clients, peers, and internal business partnerships. • Contribute insights pertaining to monetary policy and the interest rate outlook, credit market dynamics, and general economic conditions. • Directly responsible for setting strategies ranging from ultra-short duration to core/core-plus mandates, along with various bespoke solutions. • Manage a team of portfolio managers and traders to invest across all fixed income asset classes, including investment grade corporate bonds, municipal securities, high yield bonds, mortgage backed securities, and government agencies. • Effectively communicate investment strategies through various thought leadership platforms. Show less



Foresters Financial Services

• Financial Services
• 300 - 400 Employee

• Director of Fixed Income

  • Jul 2009 - Mar 2020

  Director of Fixed Income (2016-present) • Head the Fixed Income department and oversee all fixed income mutual fund assets, including taxable and tax exempt bond funds ($6 billion in AUM). • Directly responsible for setting strategy, security selection, duration discipline, and asset allocation of fixed income assets across taxable and tax-exempt mutual funds. • Manage a ten person team of portfolio managers, analysts, and traders to invest across all fixed income asset classes, including investment grade corporate bonds, high-yield bonds, municipals, mortgage backed securities, and government agencies. • Maintain a robust and consistent investment process in managing fixed income exposures across the fund complex. • Communicate drivers of performance attribution and relative value across different asset classes to the Board of Directors and investor base. • Key member of the Foresters Investment Committee, the primary investment policy and decision-making committee for the firm’s asset allocation views (equities, fixed income, and alternative investments). Portfolio Manager (2009-present) • Lead portfolio manager of the First Investors Investment Grade Fund and co-manager of the First Investors Total Return Fund and the First Investors Limited Duration Bond Fund. • Demonstrated ability to make sound investment decisions for $1.5 billion of assets under actively managed portfolios with a primary emphasis on the corporate bond sector (across all rating categories). • Responsible for asset allocation, portfolio construction, liquidity, and risk management. • Execute sector rotational trades and individual bond trades. • Perform detailed credit analysis (recapitalization scenarios/restructuring alternatives). Show less



Lazard Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Vice President

  • Jan 2005 - Jul 2009

  • Managed all aspects of investment grade corporate bond exposure, including security selection, trade execution, issuer analysis and cash flow projection. • Designed the firm’s credit process to provide value added research including corporate comparison reports, market trends, and liquidity analysis. • Responsible for a $500 million U.S. Corporate bond portfolio, which outperformed the BAML Corporate Bond Index by an average of 65 basis points annually. • Provided credit analysis and investment recommendations on foreign/emerging market issuers to the Global Fixed Income team. Show less



S&P Global

• United States
• Financial Services
• 700 & Above Employee

• Associate Director, Corporate Ratings

  • Aug 2002 - Jan 2005

  • Analyzed and evaluated credit quality of energy companies, electric and gas utilities, pipeline companies, and single asset project finance transactions. • Reviewed financial stability of underlying debt issuers using various spreadsheet analyses, including cash flow projections, debt service coverage ratio analysis, and credit metrics estimates. • Analyzed and evaluated credit quality of energy companies, electric and gas utilities, pipeline companies, and single asset project finance transactions. • Reviewed financial stability of underlying debt issuers using various spreadsheet analyses, including cash flow projections, debt service coverage ratio analysis, and credit metrics estimates.



Lockheed Martin

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Member Engineering Staff, Government Electronic Systems

  • Sep 1995 - Jul 2000

  • Supported all phases of system design: requirements analysis, modeling/simulation, computer program specification, and systems test and evaluation. • Led a multimillion-dollar U.S. Navy Research and Development design contract. • Supported all phases of system design: requirements analysis, modeling/simulation, computer program specification, and systems test and evaluation. • Led a multimillion-dollar U.S. Navy Research and Development design contract.