Experience

Roundhill Investments

• United States
• Financial Services
• 1 - 100 Employee

• Chief Strategy Officer

  • Feb 2023 - Present



Direxion

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director, Head of Product

  • Nov 2018 - Jan 2023



OppenheimerFunds

• United States
• Investment Management
• 500 - 600 Employee

• Senior Vice President, Head of ETF Investment Strategy

  • Mar 2017 - Oct 2018



State Street

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Head of ETF and Mutual Fund Research

  • Mar 2016 - Mar 2017

  - Led a fifteen-person team responsible for the product strategy, positioning and analysis of more than 150 products comprising more than $400 billion in assets under management- Serve as brand spokesperson and champion of the firm’s thought leadership via trade and national media, public speaking engagements and client events- Research and write whitepapers, blogs and other thought leadership on various market and ETF-related topics.

• Vice President, Head of ETF and Mutual Fund Research

  • Jan 2014 - Feb 2016

  - Oversaw strategy and positioning for State Street Global Advisors’ products, including ETFs and mutual funds comprising more than $400 billion in assets under management- Served as brand spokesperson and champion of the firm’s thought leadership via trade and national media, public speaking engagements and client events- Authored internal and external research pieces covering State Street’s stance on market events, ETFs, portfolio construction and other industry topics

• Head of ETF Investment Strategy, Americas

  • Aug 2012 - Dec 2013

  - Managed a four-person team responsible for driving the sales strategy for over 120 products across equities, fixed income and commodities comprising $330 billion in assets under management- Served as brand spokesperson and champion of the firm’s thought leadership via trade and national media, public speaking engagements and client events- Introduced new funds into wirehouse model portfolios comprising more than $1 billion of assets under management

• ETF Strategist, SPDR ETF Strategy & Consulting Group

  • May 2011 - Aug 2012

  - Drove new revenue by assisting client-facing staff with new business opportunities; created marketing campaigns to highlight investment opportunities- Worked with financial advisors to optimize asset allocations for client portfolios- Published whitepapers and articles on ETF and investment topics

• Principal, Global Enhanced Equities

  • May 2007 - May 2011

  - Evaluated the effectiveness of stock selection models and the portfolio construction process for more than 60 portfolios comprising $20 billion in assets under management- Assisted in the development of quantitative factors used to build alpha models and built tools to analyze the drivers of portfolio performance and sources of risk- Represented the investment team at due diligence meetings, finals presentations and new business opportunities

• Associate, Charitable Asset Management

  • Jun 2005 - May 2007

  - Supported a senior relationship manager in the administration of 14 planned giving client relationships comprising 365 accounts and $444 million in assets under management- Served as the first point of contact for the development, planned giving, finance and investment staffs- Researched a bundled product solution combining gift administration, investment management and regulatory compliance services