Experience

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  Thompson, Siegel & Walmsley

  • Client Portfolio Manager

    • Aug 2016 - Present

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  Nationwide Funds

  • Head of U.S. Equities and Fixed Income - Manager Research

    • Sep 2013 - Aug 2016

    Team lead for manager research oversight of domestic equities and global fixed income. In this capacity, I have leadership responsibilities for other analysts and also have direct coverage for the selection, termination, and multi-manager portfolio construction of Nationwide's small, mid, and large cap portfolios. I previously held the role of Director of U.S. Mid and All Cap Equities prior to my promotion in 2015. My current role also accompanies the following responsibilities/tasks:- Provide oversight on trading execution for domestic and international equities, fixed income, and currencies.- Report quarterly to the Board of Directors on trading, ad-hoc investment topics, performance, etc.- Author white papers on the investment landscape and mutual fund/insurance product line-ups.- Present on a variety of topics internally and externally on areas such as the research process, risk management oversight, panel moderator for portfolio managers, etc. - Serve on the Valuation Committee to provide input on privately traded and illiquid investments.

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  PricewaterhouseCoopers

  • Asset Management Consultant

    • Aug 2011 - Aug 2013

    Provided subject matter expertise within the asset management and banking industries to large institutional clients. Examples of such products include the following:- Served as a consult to an insurance company, providing guidance on hedging framework, counterparty credit risk management, and collateral management policies.- Consulted with the treasury department of a global financial conglomerate on enhancing existing counterparty credit risk management framework and credit portfolio analysis.- Analyzed and provided recommendations for the repo business line of a U.S. bank.

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  Schroder Investment Management

  • Portfolio Manager Assistant/Jr. Quant Analyst

    • Apr 2007 - Aug 2009

    Supported the Small Cap Equities team through research, analysis, modeling, portfolio administration, and reporting. Primary responsibilities included the following:- Developed and maintained quantitative equity research models for the Small Cap Equity team.- Monitored cash levels in accounts and rebalanced portfolios through Charles River Trading software.- Provided research assistance to lead portfolio manager and senior analysts on existing holdings and potential holdings by attending sell-side research events, meeting with management executives, and analyzing historical and technical data.- Created fundamental and technical reports for the team.

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  Bank of New York Asset Management

  • Business Development/Fund Analyst

    • May 2006 - Apr 2007

    Conducted research on internal and external funds and provided ad-hoc research support for Portfolio Management teams. Primary responsibilities included the following:- Created, maintained, and analyzed competitive analysis reports incorporating fundamentals, risk statistics, style analysis, and peer universe comparisons across all product lines.- Assisted Institutional Sales and Consultant Relations teams with analysis of fund performance, strategic positioning, and ad-hoc research for use in sales pitches.