Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteJan, 1997- May, 2026 -
Series 24, 7, 6 and 3
FINRA
Experience
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Briggs Harbor Advisors LLC
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Greater Boston Area
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President and Founder
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Jun 2019 - Present
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Greater Boston Area
Responsible for advising asset management firms on strategy, product, marketing and sales growth enablement. Help create and deliver the “multi” in multi-asset, globally, for increased yields and client differentiation. Recent work includes - Targeted growth with new distribution channels and ca...
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Rubik Therapeutics
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Cambridge, Massachusetts, United States
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Senior Business Advisor
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Mar 2022 - Present
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Cambridge, Massachusetts, United States
Rubik Therapeutics is on a mission to change the treatment paradigm for solid tumors by developing cell therapies that target highly selective, unique targets and by leveraging insights into immune cells signaling to counteract immune suppression
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College HUNKS Hauling Junk and Moving
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Weymouth, Massachusetts, United States
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Partner
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May 2023 - Present
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Weymouth, Massachusetts, United States
Excited to partner with Ben Astley and Sean Cunning to open College HUNKS Junk and Moving. Call us at (781) 812-9359 for your junk removal and moving needs. We are HONEST, UNIFORMED, NICE, KNOWLEDGEABLE, SERVICE company.
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T. Rowe Price
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Baltimore, Maryland Area
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Global Head of Product
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Dec 2016 - Sep 2018
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Baltimore, Maryland Area
Recruited to create T. Rowe Price’s first worldwide product and strategy team focused on commercial growth, diversification of capabilities and global expansion. - Created and successfully launched alternative multi-asset, retirement income, and ESG capabilities. - Built semi-transparent active E...
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Senior Managing Director, Head of Global Product and Marketing and Acquisition
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2008 - Dec 2016
Responsible for all strategic initiatives, product development / management, acquistions / lift outs and marketing efforts for SSGA’s full complement of institutional and SPDR ETF capabilities.- Envisioned and established SSGA’s Product and Marketing organization to accelerate entry into new markets, reduce time to market and strengthen sales effectiveness. - Led $130 billion OCIO business growth with the acquistion and integration of GE Asset Management, a $110 billion asset manager. - Guided $15 billion alternatives expansion with Managed Futures team lift out, development of internal global macro and long/short capabilities and acquisition of private equity, real estate, and hedge fund of fund teams.- Built successful $6 billion early stage active ETF business across multi-asset, fixed income, bank loan and core equity in partnership with DoubleLine, Blackstone / GSO and MFS. - Led board level securities lending risk mitigation efforts addressing illiquidity in global funds during the GFC.
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Chief Operating Officer, Europe, Middle East and Africa (EMEA)
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Jan 2006 - Dec 2007
Responsible for finance, operations, legal, human resources, information technology, and product development disciplines across EMEA. - Initiated EMEA COO function and built into a cohesive business unit for the firm. Successfully reorganized operating model to increase effectiveness and reduce risk across legal, compliance, finance, technology, and operations.• Restructured global fund footprint to increase sales, efficiency, and scale in Europe, Asia, and Middle East. Maximized global sales effectiveness of UCITS and ETFs. • Established first EMEA based product organization.
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Vice President, Institutional Sales / Relationship Management
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1997 - 2006
Responsible for institutional sales and relationship management in New England and tri-state region (New York, New Jersey, Connecticut) including corporate, endowment/foundation and sub-advisory. - Firm wide #1 producer. Highest revenue producer every year from 2000-2005.- Created $40 mm in net new revenue from 50 clients including, AT&T, General Motors, Rockefeller Foundation, Goldman Sachs, and JP Morgan. - Over 70% of sales were customized using creative, solutions based, sales approach.
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PanAgora Asset Management
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1992 - 1997
Responsible for large institutional relationships in the Northeast, United States.- 100% client retention and strong crossing selling results including Gillette, Polaroid, and several municipal clients.
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Education
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1988 - 1992University of Michigan
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1985 - 1988Phillips Academy
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