Experience

SS&C ALPS

• United States
• Financial Services
• 100 - 200 Employee

• Portfolio Manager, AVP

  • Apr 2023 - Present

  -Portfolio Manager for 27 ETF’s (Advised and Sub-Advised) and seven Mutual Funds representing $11.5 billion in assets across a wide range of equity strategies both foreign and domestic. Duties include day to day monitoring, capital markets, tracking, trade execution, rebalances, custom baskets, cash management and tax efficiency.- Handle the operations for corporate actions and securities lending to provide fund alpha as well as FX and trade settlements on post-trade side.- Involved with research/analytics and generation of new funds and ideas. Create collateral, including monthly insights and factsheets, to assist with marketing and sales efforts Show less

• Associate Portfolio Manager, AVP

  • Jan 2019 - Apr 2023



ALPS, A DST Company

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investment Analyst

  • Jan 2018 - Dec 2018

• Investment Analyst

  • Jun 2015 - Dec 2017

• Fund Accountant/Sr. Fund Accountant

  • Jan 2014 - Jun 2015

  -Processed daily accounting for several mutual funds. -Worked with all types of securities including stocks (foreign and domestic), bonds, options, futures, etc.

• Intern

  • Jun 2012 - Aug 2012