Experience

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  Davis Advisors

  • United States
  • Financial Services
  • 1 - 100 Employee

  • National Director

    • Sep 2016 - Present

  • Director

    • Sep 2016 - Jun 2023

    Manage external relationship management team and help drive ETF product and operational development, marketing, promotion, messaging, national accounts and distribution of new products.

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  Deutsche Bank

  • Greater New York City Area

  • Head of ETF Strategy & National Accounts

    • May 2014 - Sep 2016
    • Greater New York City Area

    Responsible for ETF thought leadership and strategy at Deutsche Asset & Wealth Management in the Americas. Spokesperson for firm at conferences and with the media. Head of Deutsche's ETF national account strategy with a focus on fund research and due diligence professionals.

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  BlackRock

  • United States
  • Financial Services
  • 700 & Above Employee

  • Global Head of ETP Research

    • May 2012 - May 2014

    Responsibilities included driving ETF research and thought leadership for iShares globally. Key spokesperson for firm on industry trends, ETF advantages and strategies. Frequently produced industry leading research publications and blog insights.

  • Head of iShares Due Diligence Team

    • Jan 2009 - May 2012

    Responsible for the design and rollout of a new team to proactively deliver product expertise, portfolio analytics and business practice consultation to top tier financial advisors and home office relationships. Play a key role assisting senior sales and product managers in support of employees’ career and personal development. Current primary role is to manage and expand team, strategically position the use of custom analytic resources, and represent firm for large industry speaking engagements. Served as key organizer of semi-annual sales team meeting in May for 160 person sales team. Instrumental in launch of new product knowledge database- an internal resource for product and competitive positioning. Primary resource for national accounts team in ETF due diligence efforts.

  • Director of Sales Strategy

    • Apr 2007 - Jan 2009

    Designed and lead five person team responsible for the creation and delivery of product related messaging. Served as key member of the Market Delivery Board responsible for resource allocation on all new product launches. Chairperson for iShares Client experience initiative, an effort to profile clients by psychograph and tailor their entire experience with iShares accordingly. Extensive publishing included white papers, marketing documents and a featured article in Institutional Investor’s Guide to ETFs.

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  State Street Global Advisors

  • Director ETF Strategy and Research

    • 2005 - 2007

    Initiated, developed and managed an ETF research team to target institutional investors and financial intermediaries. Developed relationships with index providers, sell side analysts and exchanges. Extensive publishing included monthly industry snapshots, daily fund flow reports, strategy reports, weekly sales ideas, and a featured article in Institutional Investor’s Guide to ETFs. Key contact with the media including quotes in Wall Street Journal, USA Today, thestreet.com, Chicago Tribune, The Wall Street Transcript, and Fortune. Worked directly with active and passive portfolio management teams on joint analytics and reports. Speaking events included World Series of Indexing and Superbowl of Indexing. Created State Street ETF site on Bloomberg. Appointed to product development committee. Provided due diligence support and marketing development for four successful ETF product launches.

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  Morgan Stanley

  • Vice President

    • 1997 - 2005

    Responsible for Morgan Stanley’s research ratings on 120 closed-end funds and 190 ETFs that produced over $110 million in revenue within retail system in 2005. Extensive publishing included over 50 strategy reports, weekly sales ideas, quarterly bond fund and equity fund industry reports, quarterly index-linked ETF industry reports, and marketing presentations. Helped manage over $3 billion in assets within one international equity and two fixed income closed-end and ETF portfolios. Worked directly with Morgan Stanley’s Chief Investment Officer, quantitative strategy team, technical team, and industry analysts on joint analytics and reports. Worked extensively with legal, publishing, institutional sales and trading, research management and equity marketing department to ensure ongoing integrity of all research. Relationship management with key members of major securities exchanges, fund sponsors, portfolio managers, legal council, analysts at other firms, institutional clients and data vendors. Helped create Morgan Stanley Strategy’s asset allocation models. Introduced risk adjusted return analysis for closed-end funds and developed first ETF ratings system on the street.