Experience

AndCo Consulting
• United States
• Financial Services
• 1 - 100 Employee
• Senior Research Analyst

  • Aug 2020 - Present


Willis Towers Watson

• Norway
• Financial Services

• Senior Director Fixed Income Manager Research

  • 2010 - 2019

  Led a high performing US and Global fixed income manager research team that was responsible for rating, US, Canadian, Global and EMD fixed income mandates. Provided leadership by effectively leveraging my previous buy-side experience, strong economic and market knowledge, and solid research skills to produce high quality interviews, analysis, and ratings of managers. Led a high performing US and Global fixed income manager research team that was responsible for rating, US, Canadian, Global and EMD fixed income mandates. Provided leadership by effectively leveraging my previous buy-side experience, strong economic and market knowledge, and solid research skills to produce high quality interviews, analysis, and ratings of managers.



Nuveen Asset Management

• United States

• Senior Trader, Assistant Vice President

  • 2008 - 2009

  Provided best execution for municipal bonds, short-term municipal cash instruments, interest rate swaps, and treasury futures for a $60 billion mutual fund complex. Determined relative value in the municipal cash market. Made trade recommendations based on sector, yield curve and credit views. Provided best execution for municipal bonds, short-term municipal cash instruments, interest rate swaps, and treasury futures for a $60 billion mutual fund complex. Determined relative value in the municipal cash market. Made trade recommendations based on sector, yield curve and credit views.



Members United Corporate Federal Credit Union (Formerly Mid States CFCU)

• Senior Trader

  • 2006 - 2007

  Major asset classes in the investment portfolio include investment grade corporate bonds, agency and non-agency mortgage backed securities (MBS) and asset backed securities (ABS), including student loans and commercial mortgage backed securities (CMBS). Provided best execution for the company investment portfolio in both new issue and secondary markets. Major asset classes in the investment portfolio include investment grade corporate bonds, agency and non-agency mortgage backed securities (MBS) and asset backed securities (ABS), including student loans and commercial mortgage backed securities (CMBS). Provided best execution for the company investment portfolio in both new issue and secondary markets.



Northern Trust Global Investments

• United Kingdom
• Investment Banking

• Associate Portfolio Manager/Fixed Income Trader

  • 1998 - 2006

  Co-managed the bond portfolios of high net worth and institutional clients with the mandate of seeking to outperform the selected benchmark by implementing the strategies and views held by Northern Trust Global Investments (NTGI) Long Duration Group within the framework of the risk and reward profile of the client. Performed best execution for sell and specific buy orders for municipal bonds, government bonds, high yield bonds, investment grade corporates and MBS for accounts that are managed by the over 200 other portfolio managers within Northern Trust Global Investments. Show less