ESG/SRI Investment Strategist

• Jul 2020 - Present

- As an ESG/SRI Investment Strategist at Aperio I have the privilege of collaborating with advisors and their clients to help them translate their values, missions, and/or ESG perspectives into unique client social profiles that are reflected in custom index-tracking equity portfolios. - I have a deep understanding of ESG data, the ESG industry, and thematic issues and industry trends, and I work with our SRI/ESG and portfolio management teams to develop new ESG strategy solutions while exploring emerging data sets and issues area. - I work closely with our portfolio management and tax economics teams to ensure that client social profiles are implemented with the appropriate balance regarding risk, taxes, and other investment parameters while working closely with our marketing, portfolio management, and client relationship teams in developing impact reports and additional educational materials. - Additionally, I support Aperio’s proxy voting and shareholder engagement platforms.- I'm a member of our Diversity Equity and Inclusion (DEI) People and Assets advisory committees.

Board Member

• Oct 2018 - Present

Portfolio Manager

• Aug 2016 - May 2019

- Portfolio Manager responsible for the legacy Lattice Multi-Asset Separately Managed Account business, including Endowment, Alternative, Income and Emerging Markets portfolio models - Responsibility for strategic and tactical allocation models incorporating passive and active ETFs and mutual funds, reporting to the Investment Committee- Manages external manager sourcing, due diligence, and allocations across a range of liquid alternative long/short strategies and active real asset strategies - Assists the Hartford Funds multi-asset team with 529 glide path research and whitepapers- Works with the broader Hartford product development team as it relates to evaluating alternative investment opportunities- Responsible for the firm's quarterly "Five Minute Forecast" outlook pieces- Represents the firm at various industry events on smart beta and alternative investing panels- Member of the Hartford Funds Employee Ambassador team, helping plan company-related engagement events for team members based in San Francisco

Portfolio Manager

• Jan 2016 - Jul 2016

- Portfolio Manager responsible for the Multi-Asset SMA business, including Endowment, Alternative, Income and Emerging Markets solutions. Includes responsibility for strategic and tactical allocation models, as well as client communications and reports to the Investment Committee.- Responsible for manager due diligence, selection, monitoring and allocations across a range of liquid long/short alternative strategies. - Research work for custom client solutions- Support marketing, sales and client communication efforts- Participant on multiple conference panels focused on alternative investing and authored whitepapers on various investment topics

Senior Research Analyst

• Sep 2010 - Dec 2015

- Senior Research Analyst for the Multi-Asset SMA business, including responsibilities for Endowment, Alternative, Income and Emerging Markets solutions.- Development of 2 Alternative, 3 Income and 2 Emerging Markets SMA strategies. - Preliminary work that led to the development of index and ETF strategies.- Responsibility for manager due diligence and alternatives allocations across a range of liquid long/short strategies. - Support marketing, sales and client communication efforts.- Participant on multiple conference panels focused on alternative investing.

Research Analyst

• Nov 2007 - Sep 2010

- Member of the Hedge Fund Investment and Due Diligence Team- Due diligence experience covering hedge funds across equity long/short, market neutral, fixed income/credit, energy/utility, global macro, relative value and quantitative trading strategies - Member of the Hedge Fund Investment and Due Diligence Team- Due diligence experience covering hedge funds across equity long/short, market neutral, fixed income/credit, energy/utility, global macro, relative value and quantitative trading strategies

Research Staff Assistant - Astronomy Dept

• Jan 2007 - Nov 2007