Experience

Edge Capital Group

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director - Head of Strategy

  • Jun 2021 - Present

  Atlanta, Georgia, United States



Reliance Trust Company an FIS Company

• United States
• Financial Services
• 100 - 200 Employee

• SVP, Chief Investment Officer

  • May 2017 - Feb 2020

  Greater Atlanta Area



Waverly Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Client Consultant

  • Sep 2015 - Apr 2017

  Greater Atlanta Area -Ran business development and relationship management for Atlanta region -Member, Asset Allocation Committee -Member, Investment Committee



Symphony Recruiting

• Human Resources Services
• 1 - 100 Employee

• Principal

  • Apr 2015 - Sep 2015



Advisor Group

• Financial Services
• 700 & Above Employee

• Vice President, Investment Strategist

  • Jun 2012 - Mar 2015

  Greater Atlanta Area -Built an entirely new strategist offering focused on investment insights and communications, portfolio management, and client support that did not previously exist. -Developed and manage a suite of communications pieces for the advisor network, including bi-weekly, monthly and quarterly research commentaries. -Created and manage a series of risk-based fund of fund models. -Work with individual advisors to enhance their portfolio offerings to clients. -Present regularly on… Show more -Built an entirely new strategist offering focused on investment insights and communications, portfolio management, and client support that did not previously exist. -Developed and manage a suite of communications pieces for the advisor network, including bi-weekly, monthly and quarterly research commentaries. -Created and manage a series of risk-based fund of fund models. -Work with individual advisors to enhance their portfolio offerings to clients. -Present regularly on conference calls and at conferences and meetings. Show less



Morningstar

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager

  • Mar 2009 - Jun 2012

  Chicago, IL -Managed an alternative strategies mutual fund utilizing hedge fund strategies in a 40-Act structure. -Co-managed series of wrap portfolios for large national RIA firm. Oversee manager selection and portfolio construction while also supporting sales efforts. -Co-managed controlled volatility fund of funds for an Italian-based client that placed in its category's top quintile for returns in 2010. -Developed due diligence product solution for non fund management clients looking to… Show more -Managed an alternative strategies mutual fund utilizing hedge fund strategies in a 40-Act structure. -Co-managed series of wrap portfolios for large national RIA firm. Oversee manager selection and portfolio construction while also supporting sales efforts. -Co-managed controlled volatility fund of funds for an Italian-based client that placed in its category's top quintile for returns in 2010. -Developed due diligence product solution for non fund management clients looking to offer their advisors a better, comprehensive fund selection and monitoring solution. Led efforts to better integrate US and European investment teams and operations. -Developed and managed large Asian-based client, including asset allocation, model portfolios and manager due diligence and fund selection.

• Director of European Consulting

  • Jan 2006 - Mar 2009

  London, United Kingdom -Started the first international consulting office that generated $1mm in revenue annually in just 3 years. -Managed investment component of all client relationships across Europe. In charge of coordinating and executing deliverables for strategic relationships. -Hired and led a team of four investment professionals focused on asset allocation, line-up creation and manager due diligence, and fund monitoring. -Trained local European sales personnel how to best market and sell… Show more -Started the first international consulting office that generated $1mm in revenue annually in just 3 years. -Managed investment component of all client relationships across Europe. In charge of coordinating and executing deliverables for strategic relationships. -Hired and led a team of four investment professionals focused on asset allocation, line-up creation and manager due diligence, and fund monitoring. -Trained local European sales personnel how to best market and sell consulting services. -Presented regularly to boards, advisors, clients and prospects.

• Consultant

  • Apr 2000 - Dec 2005

  Greater Chicago Area



Brinson Partners, a division of UBS Asset Management

• Associate Director

  • Dec 1998 - Mar 2000



Security Capital Group

• Associate

  • 1996 - 1998