Experience

Investment Office Resources (IOR)
• United States
• Investment Management
• 1 - 100 Employee
• Advisory Board

  • Feb 2022 - Present

Xponance, Inc.
• United States
• Investment Management
• 1 - 100 Employee
• Independent Director

  • Jan 2022 - Present


Exagon Impact Capital

• United States
• Investment Management
• 1 - 100 Employee

• Chairperson, Advisory Committee

  • Jul 2020 - Present

  Impact Through Infrastructure in Latin America Impact Through Infrastructure in Latin America


MissionSquare Retirement
• United States
• Financial Services
• 300 - 400 Employee
• Director and Chair, Investment Committee

  • Nov 2017 - Present


Irident Inc

• United States
• Hospitals and Health Care

• Founder and Chief Executive

  • Jan 2018 - Aug 2022

  Irident Inc. is a prospective investment and technology firm offering a disruptive security selection technology that is enabled by advanced AI techniques including deep learning. Irident Inc. is a prospective investment and technology firm offering a disruptive security selection technology that is enabled by advanced AI techniques including deep learning.



Manulife

• Canada
• Insurance
• 700 & Above Employee

• Independent Director and Senior Advisor, Hancock Natural Resources Group

  • 2016 - Jan 2020

  Member of Investment and Governance Committees Member of Investment and Governance Committees



BNYMellon

• United States
• Financial Services
• 700 & Above Employee

• EVP Head of Manager Research and Investment Solutions

  • Dec 2011 - Dec 2014

  Responsible for performance/strategy oversight of $1.6 trillion AUM. Lead Manager Research group of 30 professionals and outsourced CIO efforts (30 professionals and $12.0 billion AUM, primarily for ERISA institutions). Member, BNY Mellon pension committee. Served as interim CIO for Dreyfus Mutual Funds and director of BNY Mellon asset management companies. Created Women and Investing initiative. Responsible for performance/strategy oversight of $1.6 trillion AUM. Lead Manager Research group of 30 professionals and outsourced CIO efforts (30 professionals and $12.0 billion AUM, primarily for ERISA institutions). Member, BNY Mellon pension committee. Served as interim CIO for Dreyfus Mutual Funds and director of BNY Mellon asset management companies. Created Women and Investing initiative.



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• MD, Investment Strategy and Consulting

  • Nov 2010 - Nov 2011

  Responsible for development of investment strategy for clients primarily on emerging markets, sovereign risk, and foreign exchange. Responsible for development of investment strategy for clients primarily on emerging markets, sovereign risk, and foreign exchange.



RogersCasey

• United States
• Investment Banking

• Chief Research Strategist and Managing Director, Beta Research

  • Aug 2002 - Nov 2010

  Member of Management Committee, Fiduciary Investment Review Committee, Strategic Research Committee. Oversight for global investment research and capital markets; emerging/frontier markets and fixed income manager research. Consultant to ERISA and non-ERISA clients. Chair, World Bank Advisory Committee on EMD. Member of Management Committee, Fiduciary Investment Review Committee, Strategic Research Committee. Oversight for global investment research and capital markets; emerging/frontier markets and fixed income manager research. Consultant to ERISA and non-ERISA clients. Chair, World Bank Advisory Committee on EMD.



SBLI USA

• United States
• Insurance
• 1 - 100 Employee

• Senior Vice President, Chief Investment Officer

  • Jul 1999 - Jul 2002

  First CIO for new entity created by New York State Insurance Commission. Responsible for $1.5 billion general account including discretionary assets. Restructured and securitized $1.0 billion direct mortgage portfolio (2600 mortgages). First CIO for new entity created by New York State Insurance Commission. Responsible for $1.5 billion general account including discretionary assets. Restructured and securitized $1.0 billion direct mortgage portfolio (2600 mortgages).



City of Hartford

• United States
• Government Administration
• 500 - 600 Employee

• Outsourced CIO

  • May 1997 - Jul 1999

  Outsourced CIO to City of Hartford MERF DB and 457 assets ( $1.0 billion). Outsourced CIO to City of Hartford MERF DB and 457 assets ( $1.0 billion).



Philip Morris International

• Switzerland
• Tobacco Manufacturing
• 700 & Above Employee

• Vice President, Investments

  • Jan 1995 - Sep 1995

  Named fiduciary for DB and DC assets ($14.0 billion). Conducted asset allocation study and review of overall pension policies and staffing. Trustee of both Canadian and UK plans. Named fiduciary for DB and DC assets ($14.0 billion). Conducted asset allocation study and review of overall pension policies and staffing. Trustee of both Canadian and UK plans.



United Technologies

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Director, Investments

  • Aug 1991 - Jan 1995

  Named fiduciary for DB and DC plans ($13.0 billion). Restructured $1.0 billion DB real estate and private equity. Added foreign exchange hedging program to international equity mandate. Restructured $2.5 billion DC Fixed Income Fund from 75%/25% general/ separate account insurance exposure to 25%/75% split. Conducted emerging markets asset allocation study culminating in investments in private equity and real estate as well as debt/ equity. Trustee of Canadian and UK plans. Named fiduciary for DB and DC plans ($13.0 billion). Restructured $1.0 billion DB real estate and private equity. Added foreign exchange hedging program to international equity mandate. Restructured $2.5 billion DC Fixed Income Fund from 75%/25% general/ separate account insurance exposure to 25%/75% split. Conducted emerging markets asset allocation study culminating in investments in private equity and real estate as well as debt/ equity. Trustee of Canadian and UK plans.



Bronfman/DeGunzburg Family Home Office

• SVP Investments

  • Aug 1983 - Jul 1991

  Served as advisor, investment banker, and Chief Investment Officer to Bronfman interests in following capacities: Whitehall Financial Group ( 1989-91): CIO, general account for $600 million portfolio. Restructured $200 million high yield bond portfolio during market crisis (1989-91) and renegotiated defaulted private mortgages resulting in substantive capital preservation. Banque Worms (1987-1989): Managed De Gunzburg property casualty relationship in US and France. Marketed defeasance and debt restructuring program to French and US multinationals. Bank of Montreal ( 1983-87): Secunded from Bank to Family to manage interest rate risk for Seagrams Company and created floating rate loan structure for sale of Cadillac Fairview properties- the first RE securitization for $2.6 billion. Managed FX and interest rate swap corporate desk as well as structured real estate finance. Created reverse defeasance program for US multinationals.



American Express

• United States
• Financial Services
• 700 & Above Employee

• Manager, Foreign Exchange

  • Sep 1978 - Jul 1983

  Managed and traded AEIBC's $1.6 billion mandatory, discretionary, and multicurrency branch capital. Member of team which managed total corporate FX spot and forward exposures. ( $10.0 billion, 20 currencies, 600% annual turnover). Executive Assistant to SVP, Latin American debt lending. Completed bank credit training program. Managed and traded AEIBC's $1.6 billion mandatory, discretionary, and multicurrency branch capital. Member of team which managed total corporate FX spot and forward exposures. ( $10.0 billion, 20 currencies, 600% annual turnover). Executive Assistant to SVP, Latin American debt lending. Completed bank credit training program.