Experience

GlobalData.TSLombard

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chief US Economist, Managing Director Global/Macro

  • Feb 2017 - Present



M Science

• United States
• Market Research
• 100 - 200 Employee

• Chief Economist

  • Nov 2009 - Jan 2017

  • Create, build, and execute a macro product rooted in the firm’s unique SQL data bases – a new product for the marketplace• Founded and publish the Weekly Tracking Report, Quick Takes, and Morning Notes • Publications consistently among the firm’s top read analyses• My writings on the economy (domestic & foreign) and macro policies (monetary & fiscal) receive broad coverage in financial media • Create, build, and execute a macro product rooted in the firm’s unique SQL data bases – a new product for the marketplace• Founded and publish the Weekly Tracking Report, Quick Takes, and Morning Notes • Publications consistently among the firm’s top read analyses• My writings on the economy (domestic & foreign) and macro policies (monetary & fiscal) receive broad coverage in financial media



Rosen Consulting Group

• United States
• Real Estate
• 1 - 100 Employee

• Chief Economist

  • 2007 - 2009

  Added to hedge fund performance using derivative strategies, wrote daily perspectives on economic data and policies, covered real estate capital markets and forecast US economy for quarterly outlook, wrote on impending downturn in the economy in early 2007. Added to hedge fund performance using derivative strategies, wrote daily perspectives on economic data and policies, covered real estate capital markets and forecast US economy for quarterly outlook, wrote on impending downturn in the economy in early 2007.



Lazard Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Global Head of Fixed Income

  • 2002 - 2006

  Rebuilt fixed-income department (NY, London, Frankfurt) and raised performance: Set investment strategies, rationalized product lines, redefined risk parameters, upgraded portfolio analytics, re-engaged operational support, built cooperative culture across LAM FI teams (product and location) Rebuilt fixed-income department (NY, London, Frankfurt) and raised performance: Set investment strategies, rationalized product lines, redefined risk parameters, upgraded portfolio analytics, re-engaged operational support, built cooperative culture across LAM FI teams (product and location)



OFFITBANK

• Chief Investment Strategist & Portfolio Mgr

  • 1989 - 2002

  Managed fixed-income portfolios (domestic & global) and client relations for UHNW, endowments, foundations, and pension funds; raised firm's performance into top quartile; wrote firm's thought pieces on economy, policy, markets, and portfolio construction that were often covered by the media. Managed fixed-income portfolios (domestic & global) and client relations for UHNW, endowments, foundations, and pension funds; raised firm's performance into top quartile; wrote firm's thought pieces on economy, policy, markets, and portfolio construction that were often covered by the media.



Salomon Brothers

• Derivatives Market Strategist

  • 1982 - 1989

  Started derivative markets research, introduced technical analysis to Salomon research product, traded position on the government desk. Started derivative markets research, introduced technical analysis to Salomon research product, traded position on the government desk.



Data Resources Inc

• Financial Economist

  • 1979 - 1982

  Macro econometric model building for financial side of DRI model; forecast, analyzed and wrote on household flow-of-funds; ran Agency Yield Service Macro econometric model building for financial side of DRI model; forecast, analyzed and wrote on household flow-of-funds; ran Agency Yield Service