Experience

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  Oregon State Treasury

  • Director Of Capital Markets
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  Oregon State Treasury

  • United States
  • Government Administration
  • 100 - 200 Employee

  • Director of Capital Markets

    • Dec 2023 - Present

    Establish strategic objectives and priorities for the Public Equity, Fixed Income, and Diversifying Strategies portfolios including the Oregon Short Term Fund.

  • Senior Investment Officer - Public Equity

    • Jan 2022 - Dec 2023

    • Responsible for the leadership & business management of internal and external investment portfolios - Oregon Public Employees Retirement Fund as well as the Common School Fund and Oregon Savings Growth Plan. • Direct the investment process & implementation of strategies, asset allocation & portfolio construction within established objectives, risk and fiduciary parameters.• Evaluate & monitor performance of portfolios while managing portfolio and operational risks. • Present to the Investment Council on asset allocation, performance & new manager approvals as well as to external clients on quarterly performance and strategy.• Voting member of Internal Management & Capital Markets Leadership Committees which have delegated oversight of internally traded and OPERF pension portfolios, respectively.• Responsible for managing 4 person team (2 portfolio managers, 2 analysts) • Manage in excess of $20B (2Q22) / $8B is internally managed equity portfolios• Responsible for oversight of 23 external managers.

• 

  Office of the New York City Comptroller

  • New York, NY

  • Senior Investment Officer - Public Equity - Bureau of Asset Management

    • Dec 2017 - Dec 2021
    • New York, NY

    • Team lead for the global active equities for the five NYC Retirement System portfolios.• In depth evaluation of prospective investment managers for inclusion in the portfolios.• Actively monitor the portfolio’s emerging market equity allocation and emerging manager program.• Establish ongoing d...

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  Self Employed

  • New York, NY

  • Consultant

    • Aug 2016 - Nov 2017
    • New York, NY

    • Prepared assessments of business opportunities and risks for the client.• Reviewed investment portfolio strategy and recommended asset allocation and risk mitigation strategies.• Evaluated mutual fund products for their suitability in the client’s employee retirement plan.

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  YMCA Retirement Fund

  • New York, NY

  • Portfolio Manager - Marketable Investments

    • Apr 2005 - Apr 2015
    • New York, NY

    • Sourced and evaluated public equity and fixed income investment managers and oversaw the investment activities of the Fund’s marketable portfolio allocation.• Managed the portfolio’s active risk within the boundaries agreed upon by the Chief Investment Officer and Investment Committee and imple...

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  Diversified Investment Advisors

  • Purchase, NY

  • Senior Investment Specialist

    • Oct 2001 - Mar 2005
    • Purchase, NY

    • Designed multi-manager equity and fixed income funds and implemented rebalancing schemes for the funds.• Conducted manager diligence, selection, and termination for the funds.• Authored investment recommendations and fund performance reviews to the Investment Committee.• Served as an investment...

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  BBL USA Holdings

  • Assistant Vice President

    • Nov 1991 - Apr 2000

    • Proprietary foreign exchange and fixed income trader.• Credit analysis and hedge fund due diligence.