Chief Investment Officer

• Feb 2014 - Present

Director of Investments

• Feb 2014 - Present

Adjunct Professor Executive MBA

• Jan 2014 - May 2014

Volunteer Advisor to the Student Managed Investment Portfolio

• 2011 - May 2014

Advise students on all aspects of portfolio management with a focus on developing a fixed income portfolio. Provide guidance and advice on existing equity portfolio.Design investment guidelines, research reference benchmarks, define portfolio process and strategy and develop research to support investment decision making processBuilt model portfolio to track performance and attribution of investment decisions.

Senior Relationship Manager/ Senior Portfolio Specialist

• Oct 2002 - Dec 2010

Worked closely with Portfolio Management teams to effectively communicate their investment process and strategy to clients, consultants and prospects, as well as internal partners Developed, in partnership with the marketing team, products for prospective clients, including pitchbooks, process overviews and product positioning materials to highlight various investment strategies and their key features. Wrote weekly, monthly and quarterly firm wide client communications and market updates, as well as topical white papers. Provided performance updates, market outlook and product strategy pieces for quarterly and annual mutual funds reports. Presented investment strategies at finals presentations and participated in consultant due diligence meeting to position current products as well as introduce new products. Educated the sales team on product strategy, portfolio updates, and peer group positioning. Developed market talking points and product papers to help the sales team position the strategies relative to other asset classes and peers.

Portfolio Manager

• 1994 - 2002

Helped to manage a broad ranging capital market strategy for a $1.9B portfolio covering an array of global asset classes. Strategy focused on comprehensive macro asset allocation combining long-term strategic objective with opportunistic tactical deviations from those allocation targets. Provided input to the Chief Investment Officer for determining the overall portfolio policy and strategy . Active participant in the decisions regarding overall asset allocation as well as positioning within each asset class. Responsible for the creation and implementation of portfolio strategy for the Municipal and Corporate Bond allocations. Developed sector and security level research to determine investment attractiveness and oversaw the execution of those sectors. Key contributor in developing and managing the high yield portfolio. Developed and back-tested a model portfolio to ensure the effectiveness of the strategy over various market cycles.