Experience

Armor Index ETFs
• United States
• Investment Management
• 1 - 100 Employee
• President

  • Sep 2019 - Present


Invesco US

• United States
• Investment Management
• 700 & Above Employee

• Analyst - High Yield Credit Research

  • Mar 2013 - Aug 2019

   Responsible for the development and communication of investment strategy across various investment groups to ensure understanding, implementation and success of the investment strategy which has led to top quartile performance. Develop presentations and participate in broad level investment forums where the investment strategy is presented, challenged and debated. Conduct detailed fundamental analysis of a firm’s balance sheet, business model, competitiveness, and long-term viability. Worked directly with quantitative team to help develop and launch various new fixed income factor-based ETF products. Responsible for portfolio management of securities within applicable sectors of coverage set.

• Senior Analyst - Investment Grade Credit Research

  • Jul 2008 - Feb 2013

   Worked directly with senior management to develop investment strategy and asset allocation models based on analysis of economic conditions and forecasted returns. Developed proprietary analytical tools to assist in the analysis and risk mitigation of current and potential future portfolio holdings. Conducted detailed fundamental analysis of a firm’s balance sheet, business model, competitiveness, and long-term viability.

• Portfolio Manager - Investment Grade Fixed Income

  • Aug 2002 - Jun 2008

   Developed and implemented the investment strategy for various mutual funds and separately managed accounts totaling over $100 billion in assets under management.