Head of Manager Selection and Due Diligence

• Jul 2019 - Present

• Responsible for selection and ongoing review of all investment vehicles recommended by the firm, including domestic and international equities, fixed income, credit, and private investments. Built the manager research process from scratch, including setting manager research agenda, conducting initial and ongoing manager interviews, and writing research abstracts and white papers detailing investment thesis and process. • Senior member of the firm’s investment committee. Actively engage with CIO and investment committee to enact portfolio changes when advantageous. Recent examples include bullish credit allocation recommendations in March 2020 along with short-duration fixed income recommendations in summer 2022. • Demonstrated history of outperformance with solid information ratios, including when adjusting for style tilts. • Frequently brought into client and pitch meetings to provide investment expertise for clients and prospects. Highly skilled in developing research materials to convey our investment thesis to stakeholders, including end-clients and trading partners. • Other important projects include developing direct index and tax loss harvesting equity offerings for large clients, developing ESG oriented models that mirror traditional models but maximize impact measures, and creating a returns-based risk model that evaluates economic risks embedded in end client portfolios that might be overlooked in traditional risk models. • Operate as a player/coach with managerial responsibility; provide ongoing guidance, coaching, and mentorship.

Board Member

• Jan 2019 - Present

Vice President - Portfolio Solutions

• Aug 2018 - Jun 2019

• Developed risk, portfolio construction, and manager selection analytics for large investment clients. Used insights developed from those analytics to impact portfolio decisions and ultimately integrate BlackRock into client investment processes. • Utilized Aladdin performance attribution tools to provide important clients with insights into their active management programs and create deeper relationships with BlackRock. • Drove several investment innovation projects, including development of dispersion indicators to identify regimes where active strategies might be preferable to passive and vice versa.

Portfolio Manager

• Sep 2010 - Jul 2018

• Member of the firm’s investment committee, and head of group’s quantitative research efforts. Research responsibilities include U.S. equity and international equity, investment grade and high yield credit, manager selection, factor research, and risk modeling. • Created an equity strategy that was widely implemented across client accounts and are the basis for three PowerShares ETFs. The strategies targeted specific investment factors and styles that have been shown to deliver solid performance over a full market cycle with solid downside protection. • Served as primary investment contact for over a dozen family relationships and presented regularly to both clients and prospects. Highly proficient at detailing our market outlook and portfolio recommendations, as well as providing investment expertise unique to the relationship. Also developed strong working partnerships with internal stakeholders and helped integrate the investment team with the broader wealth management group. • Key contributor to thought leadership, including the development of proprietary research to drive excess returns in a consistent, risk-managed way, as well as authoring multiple white papers describing the firm’s investment process and philosophy. • Led junior members of the team to conduct research and serve clients; frequently sought out as a mentor for new team members.