Experience

Brinker Capital

• United States
• Investment Management
• 1 - 100 Employee

• Head of Investment Due Diligence

  • May 2021 - Present

• Senior Vice President

  • Jan 2014 - May 2021

  Responsible for overall investment management of Brinker’s non-discretionary Core platform, which consists of separately managed accounts (SMAs), mutual funds, ETFs and proprietary discretionary managed accounts.



RS Investments

• Investment Director

  • Apr 2013 - Nov 2013

  Works in the southeastern US representing RS Funds to Registered Investment Advisors to garner market share and represent the funds to decision makers of advisory platforms at brokers and dealers in order to be selected in discretionary models. Position is responsible for overall product strategy, research and development, and analysis of market research. In an effort to educate the sales force to increase sales success, candidate will train new and existing wholesalers on RS Funds and general modern portfolio theory. Supports wholesaler requests for mutual fund and market data and analyzes market research on mutual funds including monitoring competitor capabilities and consumer trends to assist in developing products to meet the changing needs of sellers and end users. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Investment Officer - U.S. Growth

  • Jul 2012 - Apr 2013

  Investment Officer for all U.S. growth equity strategies available on the firm's fee-based platforms. Managed a team of due diligence analysts with investment discretion across a universe of over 250 products.

• Senior Analyst - Investment Advisor Research

  • Nov 2006 - Jul 2012

  Promoted to Senior Research Analyst in first year of employment at the firm.Provided extensive on-site due diligence and research coverage on over 50 strategies across multiple investment products, asset classes, and investment styles across global equity markets.Presented attribution and investment overview on various asset classes to the Morgan Stanley Smith Barney financial advisor community of over 18,000 individuals on a quarterly basis.Authored opinion-based, quantitative and qualitative research reports ranging from 8-20 pages in length depending on platform participation, investment vehicle, and due diligence requirements.Helped source and screen managers for searches within small-, mid-, and large-cap growth in an effort to fill product lineup voids and expand capacity constrained asset classes.Worked on CG Prioritization Committee which interfaces with Investment Advisor Research and Product Management in an effort to identify new product offerings across asset classes and prioritize due diligence efforts to proactively manage product offerings across platforms. Show less



Haverford Financial Services

• United States

• Investment Manager

  • Mar 2003 - Jan 2006

  Constructed and managed individualized portfolios that achieved unique investment goals for clients with special situations and investment objectives. Managed institutional and individual accounts within a regional sales territory to develop business through financial intermediaries resulting in $25M of new assets under management in 2005. Developed and implemented a proprietary tax transition strategy product to provide solution for tax-sensitive clients resulting in $30M in new assets and $75M in pipeline assets for the firm in 2005. Presented Haverford’s investment philosophy, portfolio construction criteria, and history to investment advisors, third-party asset-management platforms, managed account distribution platforms, and clients. Show less



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Private Client Services

  • Aug 2000 - Oct 2002

  Member of private wealth management team servicing high net worth individuals. Worked with Block Trading Desk and Derivatives Products Group to help clients hedge and monetize concentrated equity positions. (Selling Programs, Exchange Funds, Costless Collars, Forward Sales) Structured tax-efficient, diversified investment programs for prospective clients consisting of fixed income, managed equity, hedge funds and private equity investments. Member of private wealth management team servicing high net worth individuals. Worked with Block Trading Desk and Derivatives Products Group to help clients hedge and monetize concentrated equity positions. (Selling Programs, Exchange Funds, Costless Collars, Forward Sales) Structured tax-efficient, diversified investment programs for prospective clients consisting of fixed income, managed equity, hedge funds and private equity investments.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Equity Research Associate

  • Aug 1996 - Jun 1998

  Researched, analyzed and published equity research reports enabling analyst to achieve and maintain #1 ranking amongst industry analyst peer group per Institutional Investor Magazine. Communicated fundamental research opinions and current event impact on the photography/imaging technology sector to the institutional equity sales & trading force and institutional clients. Maintained and updated quarterly earnings models and updating a daily universe of approximately thirty companies under coverage. Show less



Oracle

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Revenue Accountant

  • Aug 1993 - Apr 1996

  Developed improved accounting procedures that reduced the quarterly close cycle from fourteen to four days to meet management’s need for more time to analyze and prepare quarterly earnings release. Reconciled account balances and performed trend analysis to identify problematic issues within four major lines of business: Sales, Consulting, Education, and Technical Support. Managed a time-critical installation of a proprietary sales application through testing, troubleshooting and supervision, resulting in a successful company-wide deployment. Show less