Associate Portfolio Manager

• Oct 2023 - Present

Senior Emerging Markets Equity Analyst

• Dec 2010 - Apr 2023

Earned substantial portfolio influence across all sectors of DuPont Capital’s Emerging Markets Equity fund. Robust individual and team track record of long-term outperformance. Applied analyst-driven, research-intensive process designed to capitalize on short-term market overreactions, focusing on undervalued, quality companies with measurable revaluation drivers and sustainable long-term prospects. Strong focus on country level analysis, incorporating economic, financial, and political risk factors in the investment decision-making process. Active in client-facing responsibilities—including marketing and due diligence—resulting in new business wins. Took a leading role in the Global Equity Division’s early ESG efforts, strengthening the firm’s ESG commitment. Show less

Global Equity Analyst

• May 2008 - Dec 2010

Created detailed company models and industry research within the technology and telecommunications sectors. Recommended trading actions across Global long only and US long-short products. Performed and completed portfolio administration, currency hedging, and ad-hoc tasks for team of portfolio managers. Earned Six Sigma Green Belt, improving data entry automation and reducing data entry risk in the Global Equity division’s portfolio hedging process.

Junior Research Analyst

• Jun 2007 - May 2008

Generated investment research and recommendations with a focus on small capitalization securities in financial services and business services. Generated investment research and recommendations with a focus on small capitalization securities in financial services and business services.

Professional Development Program

• Aug 2005 - May 2008

Accepted into Lincoln Financial Group’s Professional Development Program, designed to attract and develop future leaders in the financial services industry. Gained experience in equity research, alternative investments, wealth management, and mutual fund due diligence through three rotational positions.

Alternative Investment Analyst

• Jul 2006 - Jun 2007

Thoroughly conducted written due diligence reviews of alternative investment products including hedge funds, managed futures, real estate limited partnerships, REITS, 1031 exchanges and other direct investment programs for sale through Lincoln Financial Network’s 4,000+ advisors and agents. Recommended approval/disapproval of new investment products and sponsors to Product Review Committee. Briefed internal staff and field force on investment product information through written reports, internal presentations, and via telephone. Obtained Series 24- General Securities Principal and Series 7- General Securities Representative. Show less

Investment Analyst

• Aug 2005 - Jul 2006

Performed extensive mutual fund analysis for 403(b) and 401(K) Alliance plan sponsors within Lincoln’s employer- sponsored open architecture retirement program. Authored quarterly mutual fund commentary for national retirement plan sponsors.