Experience

Applied Finance

• United States
• Investment Management
• 1 - 100 Employee

• Partner

  • 2015 - Present

  Chicago, IL



Applied Finance Group

• United States
• Financial Services
• 1 - 100 Employee

• Partner: Equity Research, Quantitative Research, and Curriculum Development

  • Mar 2005 - Present

  Chicago, IL I work with a broad set of both domestic and international clients that use AFG’s screening/monitoring and due diligence research tools in various roles: portfolio managers, research analysts, quantitative investors, bank trust departments and corporate consultants. Highlights of Contributions: •Developed AFG's multifactor quantitative metrics. •Developed a global backtest system (includes 28 countries from 12/31/1991+). •Developed a portfolio optimization engine to build… Show more I work with a broad set of both domestic and international clients that use AFG’s screening/monitoring and due diligence research tools in various roles: portfolio managers, research analysts, quantitative investors, bank trust departments and corporate consultants. Highlights of Contributions: •Developed AFG's multifactor quantitative metrics. •Developed a global backtest system (includes 28 countries from 12/31/1991+). •Developed a portfolio optimization engine to build quantitative portfolios, or assist analysts and committees in organizing their companies of interest and ongoing due diligence needs. •Developed client education and training platform. •Developed customized portfolio management tools in Excel. Show less