Experience

Julex Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Sep 2015 - Present

  Julex Capital Management (Julex) is a registered investment management firm specializing in tactical investment strategies. We help investment advisers, institutions and individuals to improve their long-term investment performance and reduce downside risks through our innovative dynamic asset allocation solutions. Julex pioneers an Adaptive Investment Approach aiming to deliver absolute returns as well as out-performance over relevant benchmarks in a full market cycle. Julex Capital Management (Julex) is a registered investment management firm specializing in tactical investment strategies. We help investment advisers, institutions and individuals to improve their long-term investment performance and reduce downside risks through our innovative dynamic asset allocation solutions. Julex pioneers an Adaptive Investment Approach aiming to deliver absolute returns as well as out-performance over relevant benchmarks in a full market cycle.



F-Squared Investments

• Wellesley, MA

• SVP Investments

  • Sep 2014 - Mar 2015

  Quantitatively driven ETF strategist. - Product Specialist/Client Portfolio Manager within the Advisor Solutions Group - Conducted in-person meetings, conference calls and webinars to educate financial advisors as to product strategies and portfolio processes as well as to articulate performance and market outlooks - Member of Investment Committee Quantitatively driven ETF strategist. - Product Specialist/Client Portfolio Manager within the Advisor Solutions Group - Conducted in-person meetings, conference calls and webinars to educate financial advisors as to product strategies and portfolio processes as well as to articulate performance and market outlooks - Member of Investment Committee



STATE STREET GLOBAL ADVISORS

• Vice President, Senior Portfolio Manager

  • 2007 - 2012

  Global investment advisor with $1.9T under management, offering passive and active investment solutions to retail and institutional investors. - Portfolio manager of SSgA’s active high yield mutual fund (NYSE:SSHYX) and active high yield institutional fund. Global investment advisor with $1.9T under management, offering passive and active investment solutions to retail and institutional investors. - Portfolio manager of SSgA’s active high yield mutual fund (NYSE:SSHYX) and active high yield institutional fund.



Fortis Investments

• Investment Management
• 100 - 200 Employee

• Senior Portfolio Manager

  • 2005 - 2007

  $200B global investment advisor, now part of BNP Asset Management. -Member of team responsible for establishing and implementing an investment process in the leveraged loan asset class. -Launched and ramped Fortis' inaugural CLO $200B global investment advisor, now part of BNP Asset Management. -Member of team responsible for establishing and implementing an investment process in the leveraged loan asset class. -Launched and ramped Fortis' inaugural CLO



CYPRESSTREE INVESTMENT MGMT. CO., INC

• Managing Director, Leveraged Loan Trader/Assistant Portfolio Manager

  • 2001 - 2005

  Privately held investment management company specializing in leveraged loans via Collateralized Loan Obligations (CLOs), and leveraged and unleveraged funds. Acquired by Prospect Street Investments in 2001, now part of CIFC Asset Management. Privately held investment management company specializing in leveraged loans via Collateralized Loan Obligations (CLOs), and leveraged and unleveraged funds. Acquired by Prospect Street Investments in 2001, now part of CIFC Asset Management.



PROSPECT STREET INVESTMENT MANAGEMENT

• Vice President, High Yield Bond Analyst

  • 1996 - 2001

  Privately held investment management company investing in high yield bonds and leveraged loans. Merged into CypressTree Investment Management. Privately held investment management company investing in high yield bonds and leveraged loans. Merged into CypressTree Investment Management.