Experience

• 

  Zacks Investment Research

  • Dallas/Fort Worth Area

  • Portfolio Solutions Consultant

    • Jan 2014 - Present
    • Dallas/Fort Worth Area

• 

  BThompsonFinancial Solutions

  • McKinney, Texas

  • Principal Consultant

    • Jul 2011 - Present
    • McKinney, Texas

    Provide strategic consulting in financial product development with emphasis on performance measurement,performance education, portfolio attribution and risk analysis. Provide marketing support through white papers and market commentaries for financial consulting and software firms.

• 

  First Rate, Inc

  • Arlington, Texas

  • Senior Research Consultant

    • Sep 2000 - Jun 2011
    • Arlington, Texas

    Held several positions as Managing Director in Sales and in Consulting. Most recently served as a Senior Research Consultant providing much of the content for the First Rate Knowledge center including: technical research papers, marketing white papers, formal presentations, market reviews, and educational seminars. Developed global currency and total portfolio attribution systems. Provided advanced performance measurement education to staff, clients and through the Advisor Education Group (AEG) in New York City.

• 

  Institutional Consulting

  • Dallas/Fort Worth Area

  • Senior Investment Consultant

    • May 1989 - Aug 2000
    • Dallas/Fort Worth Area

    Investment consultant for pension plans and large family offices across the United States. Responsibilities included: manager evaluation, manager search, risk analysis, performance measurement, attribution analysis, investment policy development and client presentations. Employed by Buck Consultants, Mercer, Principal and Dain Rauscher.

• 

  Buck Consultants

  • Level 1

    • 1989 - 1991

• 

  National FSI

  • Dallas/Fort Worth Area

  • Senior Vice President and Managing Director

    • Jan 1982 - May 1989
    • Dallas/Fort Worth Area

    Managed the investment performance product in early 1980s and managed over 100 staff in five product areas as Senior Vice President of Software. Personally responsible for sales and delivery of investment software to establish National FSI as a major competitor in the performance measurement arena in the 1980s.