Head of Investment Strategy

• May 2015 - Present

Investment strategist and portfolio manager for factor-based (smart beta), values-aligned, and tax loss harvesting strategies. Co-manage $70 billion in US, international, and global equities. Develop customized solutions for unique client objectives. Head 5-person team of investment strategists and tax economists. Investment strategist and portfolio manager for factor-based (smart beta), values-aligned, and tax loss harvesting strategies. Co-manage $70 billion in US, international, and global equities. Develop customized solutions for unique client objectives. Head 5-person team of investment strategists and tax economists.

Senior Investment Consultant

• 2013 - 2015

Provided general investment field consulting to large public defined benefit and defined contribution plans with combined assets of $25 billion. Conducted manager research across traditional and alternative asset classes. Conducted detailed asset class searches for clients, including searches for international equities, emerging markets, high yield fixed income, bank loans, unconstrained fixed income, global REITs, real total/absolute return, and private equity fund of funds. Overhauled asset allocation process and reporting. Conducted two asset allocation studies including partial analysis of liabilities and monte carlo simulation of funded status. Program director, host, and panel moderator for 16-speaker, three-day Milliman Client Investment Education Conference in Tahoe. Show less

Board of Directors; Chair of Continuing Education Committee

• 2010 - 2015

Board of Directors (2012 – 2015) Chair/Co-Chair of the Continuing Education Committee (2011 – 2013); Career Development Committee (2010 – 2011) Chaired monthly CE Committee meetings, managing event calendar, and developing programming events. One of 15 global nominees for CFA Institute Volunteer of the Year in 2013. Organized the following 26 events: • July 2013 "Ain't Mis-Behaving: Behavoiral Finance" • Fall 2012 "ETF School" Mini-Series: A 5-part educational series running October through November (ETF Nuts & Bolts, ETF Trading, Smart Beta, Floating Rate Notes, Application of ETFs & Other Structured Passive Solutions) • July 2012 Manager Research/Selection Best Practices Panel • Spring 2012 "ETF School": A 10-part educational series running March through June (ETF Nuts & Bolts, The Second Wave of ETFs, Plain Vanilla ETFs, Commodity ETFs & Understanding Contango, Fixed Income ETFs, Leveraged & Inverse ETFs, Factor ETFs, Alternative Index Weightings, Fixed-Maturity Bond ETFs, Volatility ETFs) • May 2012 "Painting with Numbers" • Mar 2012 "Variations on Minimum Variance" • Feb 2012 "Every Portfolio is Optimal: A Tutorial for Fundamental Managers" • Jan 2012 "Tail Risk Protection" • Jan 2012 "Global Emerging Markets: The Limits of BRICs" • Nov 2011 "The Solar Panel: A Panel Q&A On What You Will Want to Learn About Where Solar Is Going?" • Jun 2011 "So, What's It Like to Start an RIA?" • Mar 2011 "Investment Industry Entrepreneurship: Should I Start or Should I Join" • Jan 2011 "Career Transitions Seminar for Senior-Level Charterholders" Show less

Investment Consultant & Strategist

• 2009 - 2014

Providing investment consulting and strategy solution to asset management organizations and asset owners. Providing investment consulting and strategy solution to asset management organizations and asset owners.

Director, Head of Quantitative Analytics & Risk Strategy Department

• 1995 - 2009

Led new team reporting to CIO providing strategic thinking, idea generation, research, analysis, implementation and automation to solve investment and business challenges. Led new team reporting to CIO providing strategic thinking, idea generation, research, analysis, implementation and automation to solve investment and business challenges.

Project Manager – Backtesting & Simulation Research Consulting Services

• 1992 - 1994

Management Consultant – Logistics & Transportation

• 1988 - 1991

Supervisor – Operations Research Group

• 1986 - 1988