Experience

Fiera Capital

• Canada
• Financial Services
• 400 - 500 Employee

• Vice President, Taxable Fixed Income Portfolio Manager and Strategist

  • Oct 2015 - Present

  Greater New York City Area Portfolio manager with 10+ years experience managing fixed income strategies including investment grade taxable, high yield corporates and tax-exempt fixed income. Responsibilities include: -Expertise managing multi-sector and single sector bond strategies such as credit, government and inflation -Member of Investment Committee comprised of firm’s senior investment professionals charged with setting duration, curve and sector strategy based on internal yield curve forecasts… Show more Portfolio manager with 10+ years experience managing fixed income strategies including investment grade taxable, high yield corporates and tax-exempt fixed income. Responsibilities include: -Expertise managing multi-sector and single sector bond strategies such as credit, government and inflation -Member of Investment Committee comprised of firm’s senior investment professionals charged with setting duration, curve and sector strategy based on internal yield curve forecasts, economic analysis and sector relative value -Strategy leader for the team of analysts and traders responsible for investment grade and high yield mandates -Actively manage foundation and private client fixed income portfolios in customized and benchmarked strategies -Generate positioning ideas and investment themes based on factors such as macroeconomic trends, ESG considerations, sector relationships and security valuation -Work collaboratively with Fiera Capital’s global investment teams on strategy and trading ideas -Support growth by working with team members on new business cultivation, RFPs, presentations, and sharing market information Show less



Samson Capital Advisors

• Portfolio Manager

  • Jun 2009 - Oct 2015

  Portfolio Manager at a privately held investment boutique with over $7 billion in assets under management. Responsibilities include strategy, portfolio construction, and relative value analysis for high net worth individuals and institutions; trading; communicating with clients and consultants.

• Portfolio Analyst

  • Dec 2004 - Jun 2009



Knights of Columbus

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Analyst

  • Jun 2001 - Dec 2004

  New Haven, CT