Director of SMA and Mutual Fund Due Diligence

• May 2021 - Present

Investment Manager

• Jan 2017 - May 2021

I co-manage Brinker Capital's $7 billion separately managed account platform for high net worth and institutional clients. This includes conducting manager due diligence on the strategies on the platform, leading searches as well as making termination decisions across asset classes. Additionally, I am a co-portfolio manager for the firm's discretionary UMA offering with over $550 million in assets.

Assistant Investment Manager

• Jul 2015 - Jan 2017

Co-Manage Brinker's $3 billion non-discretionary separate account platform, which includes SMA's, mutual funds, and ETF's across all asset classes.

Senior Investment Analyst

• Jan 2013 - Jul 2015

Conduct due diligence on existing investment managers as well as lead searches for potential new managers ranging from traditional equities and fixed income to hedge fund and private equity strategies for the firms's $15billion of assets under managementRepresent the investment team in meetings with some of the firm's largest clientsAct as an investment resource to sales and marketing professionals

Investment Analyst

• Jun 2010 - Jan 2013

Investment Management Analyst

• Feb 2007 - Jun 2010