Committee Member

• Sep 2023 - Present

Chief Investment Officer, Flagship Harbor Advisors & Managing Partner TrestleBridge Capital

• Sep 2021 - Present

Vice President, Regional Advisory Consultant

• 2018 - Sep 2021

AVP, Regional Advisory Consultant

• 2016 - 2018

Advisory Consultant

• 2015 - 2016

Consultant to financial advisors in the Northeast Territory where I provide assistance with portfolio design, asset acquisition and retention strategies and participate in individual meetings with prospects and clients. In addition, I am actively involved with advisor training initiatives, including conference calls, study groups and lunch meetings, regional training workshops, business development events and national conferences to promote the full scope of Advisory platform capabilities, tools and resources. Show less

Research Associate

• 2012 - 2015

Implement targeted campaigns to raise awareness for Research events, publications and new product launches; including an alternative income strategy.Support investment portfolios and influence changes by discussing outlook for capital markets, model positioning and attribution and recommended mutual fund, ETF and alternative funds Host due diligence conferences to raise awareness and drive adoption of Research capabilities

Research Analyst

• 2010 - Feb 2012

Managed relationships with global family offices and institutional investors to determine alternative investment allocations and communicated results to fund managers subscribing to the BHA service Provided marketing support to eight clients by providing customized leads, identify prospects for upcoming road shows, vetting of conference attendee lists and a review of marketing materials Author of weekly newsletter articles and Quarterly Research Report; both publications distributed to over 30,000 subscribers throughout the alternative investment community Show less

Client Service Associate

• 2008 - 2010

Utilized insurance software to assist nationwide partner agents to determine risk eligibility, quote premium, process endorsements and customer service for personal and commercial lines of business Utilized insurance software to assist nationwide partner agents to determine risk eligibility, quote premium, process endorsements and customer service for personal and commercial lines of business

Intern

• 2008 - 2008

Conducted due diligence on private real estate funds for Landmark Real Estate Equity Fund IV a $350 million global multi-strategy fund-of-funds Conducted due diligence on private real estate funds for Landmark Real Estate Equity Fund IV a $350 million global multi-strategy fund-of-funds