Managing Director, Head of Abbey Capital (US) LLC

• Mar 2019 - Present

Senior Client Advisor

• Jan 2018 - Jan 2019

Kepos Capital was founded in 2010 by Mark Carhart, Giorgio De Santis, and Bob Litterman, former leaders of the Goldman Sachs Quantitative Investment Strategies group. Kepos had approximately $3 billion in assets under management and strategies that included quant macro, alternative risk premia and special purpose acquisition companies (SPACs). I felt privileged to join Kepos in January 2018, a group of high caliber individuals with a vast diversity of experience in their respective roles. I was responsible for asset raising & client servicing in Europe, the U.S. East Coast and across the southern states to Texas. In my time at Kepos I took on servicing some of their large existing investors and building a pipeline of interest across all of their funds. I was also directly involved in the proposal to launch a UCITS fund. In my year at Kepos I learnt a lot about short term quantitative macro trading, risk premia and SPACS but the really informative learning was around my experience of team, culture & commerciality. I will always be thankful for this experience and the time with this great group of people & the confidence they had in me. Show less

Managing Director - Head of Abbey Capital (US) LLC

• Mar 2010 - Dec 2017

Principal

• Mar 2008 - Feb 2010

Represented Abbey Capital in the US. I created a US broker dealer to distribute alternative investments via private placements to QEPs and Accredited investors. This involved writing a business plan, presenting it to FINRA's admissions board and then obtaining my Series 24, 7 and 3 in that order over the course of two weeks! I wore a CEO, CCO, COO and Head of Business Development hat while working through a financial crisis and building a successful business. I had hands on learning about the benefits of home office relationships and equally the importance of building trust, understanding & efficiency with Financial Advisors. I opened up relationships at Institutional Consultants, attended national conferences for the public and municipal plan space & and cultivated relationships with endowments, foundations and family offices throughout the USA. I built up a team to focus on distribution and client services of the North American market for Abbey Capital Ltd. Abbey Capital is a leading global Alternative Investment Manager specializing in creating solutions for investors in Managed Futures and F/X. The firm has a track record going back to 2000. I sold Celtic Advisors in March of 2010 to Abbey Capital and became the Head of their US business and an Executive Director on the Abbey Capital (US) LLC Board. Show less

Trader

• Jun 2007 - Feb 2008

Responsible for all European Trading for Chilton including the flagship fund, Mid Cap fund, European fund and Global Resources. Responsible for all European Trading for Chilton including the flagship fund, Mid Cap fund, European fund and Global Resources.

Head of Equity Trading

• Feb 2005 - May 2006

Managed team of traders to execute global equities, bonds & futures orders for the Private Bank and Asset Management Business. Member of the Private Bank Investment Committee. Conducted market reviews and updates for key clients of the bank. Managed team of traders to execute global equities, bonds & futures orders for the Private Bank and Asset Management Business. Member of the Private Bank Investment Committee. Conducted market reviews and updates for key clients of the bank.

Market Maker/Trader

• Aug 1999 - Jun 2004

Made two way prices before & during live market hours on FTSE 250 stocks. Focused on UK house builders, retail and transport. Managed risk and helped construct models for Hedge Fund Merger Arb clients. Made two way prices before & during live market hours on FTSE 250 stocks. Focused on UK house builders, retail and transport. Managed risk and helped construct models for Hedge Fund Merger Arb clients.