Vice President, Business Development

• Jan 2022 - Present

Business Development/Investment Consultant

• 2007 - Jan 2022

Prior to joining Bloom Investment Council, Inc. I had been working independently, providing both investment management consulting and investment manager selection advice to highly sophisticated clients including; pension fund investment committees, insurance company investment committees, high net worth individuals, endowment funds and foundations and managed account advisors. Prior to joining Bloom Investment Council, Inc. I had been working independently, providing both investment management consulting and investment manager selection advice to highly sophisticated clients including; pension fund investment committees, insurance company investment committees, high net worth individuals, endowment funds and foundations and managed account advisors.

Principal, Business Development/Client Servicing

• Sep 1994 - Feb 2007

I was originally recruited form the investment management consulting industry to provide proactive business development, client service and new product initiatives, as well as to contribute governance expertise and infrastructure guidance. Upon joining, established direct relationships for KBSH with all major consulting firms and ensured ongoing update of KBSH data in consultant databases. Oversaw business development activities and client servicing activities of KBSH. On joining in 1994 KBSH had total assets of just over $3 billion. At our peak in 2000 total assets had reached $14 billion. I helped develop new client markets for KBSH including a mutual fund strategy through multiple broker advisor networks. Worked with clients and prospects to develop additional products such as enhanced income and absolute return strategies as well as helping to establish KBSH's small cap and mid cap capabilities as stand alone products. I became a partner at KBSH in 1996. Show less

Senior Consultant, National Asset Practice Leader

• Jan 1994 - Sep 1994

Recruited in 1994 from William M. Mercer Limited where I had worked as a senior consultant for five years; to re-establish the Alexander Consulting Group's (now part of AON Consulting) asset management consulting practice in Canada. Contributed to winning new general benefits/pension clients. I was a member of Alexander's national marketing board. Exceeded first year marketing targets prior to my departure (unfortunately I was at Alexander Consulting for only 9 months when I was specifically recruited by KBSH). While at Alexander, I established resources, templates and processes for all asset management projects. I was a member of the global asset consulting team, meeting in New Jersey head office quarterly. I benefitted greatly from the responsibilities Alexander Consulting gave to me and from working with the most capable and professional of colleagues during my brief tenure there. Show less

Asset Management Consultant

• Apr 1990 - Jan 1994

Responsibility to help establish the asset management practice as a separate and viable business unit within William M. Mercer Limited of Canada. Ongoing development and enhancement of databases, technical analytics and client products for Mercer Asset Planning Services. Establishment of internal and external client base for asset management consulting services. Conducted investment management searches, investment policy setting and review, investment performance monitoring and evaluation, asset mix consulting, and client specific projects concerning asset management issues. Initiated custodian evaluation and search process which became a significant value added revenue producer. Show less