Experience

New Holland Capital, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Apr 2017 - Present

  As an accomplished Portfolio Manager with a proven track record of delivering exceptional results, I am passionate about maximizing returns and effectively managing risk for my clients. With a deep understanding of financial markets, investment strategies, and asset allocation, I thrive in dynamic and competitive environments. My expertise lies in constructing and overseeing well-diversified portfolios tailored to meet individual client goals and objectives. I utilize comprehensive research, rigorous analysis, and sophisticated modeling techniques to identify investment opportunities and mitigate potential risks. Through astute market observations and a disciplined approach, I continuously optimize portfolio performance while ensuring alignment with clients' risk tolerance and investment preferences. Adept at building and maintaining strong relationships with clients, I provide personalized investment advice and cultivate trust by delivering transparent and insightful communications. I possess exceptional communication skills, enabling me to effectively convey complex financial concepts to both seasoned investors and novices alike. With a keen eye for emerging trends and an ability to adapt to changing market conditions, I remain at the forefront of industry advancements and continuously refine investment strategies. I am a driven professional committed to staying ahead of the curve and consistently achieving superior investment outcomes. Show less



Arbor Investments

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Portfolio Manager

  • Jan 2015 - May 2017

  Research and Analysis: Conduct thorough research and analysis of financial markets, industries, and individual securities to identify investment opportunities. Utilize financial models, data analysis, and market trends to make informed investment decisions. Portfolio Construction: Assist in constructing well-diversified investment portfolios aligned with clients' goals, risk tolerance, and investment objectives. Collaborate with senior portfolio managers to develop asset allocation strategies and implement appropriate investment vehicles. Risk Management: Contribute to the assessment and management of investment risks by monitoring portfolio performance, analyzing risk factors, and implementing risk mitigation strategies. Stay updated on regulatory compliance requirements and ensure adherence to industry standards. Performance Monitoring: Track and evaluate portfolio performance, analyzing key performance indicators and benchmarking against relevant indices. Prepare regular performance reports and communicate findings to clients and senior management. Client Relationship Management: Collaborate with senior portfolio managers to build and maintain strong client relationships. Respond promptly to client inquiries, provide investment advice, and address concerns to ensure client satisfaction. Effectively communicate investment strategies, performance updates, and market insights. Show less



Strategy&

• United States
• Business Consulting and Services
• 700 & Above Employee

• Consultant / Engagement Manager

  • Jan 2012 - Feb 2015

  Project Leadership: Take charge of end-to-end project management, including project planning, resource allocation, timeline management, and budget oversight. Lead cross-functional teams, providing guidance, support, and motivation to ensure project objectives are met. Client Relationship Management: Develop and nurture strong relationships with clients, acting as a trusted advisor. Collaborate closely to understand their business challenges, goals, and strategic priorities. Anticipate and address client needs, managing expectations, and fostering long-term partnerships. Needs Assessment and Solution Design: Conduct comprehensive needs assessments, leveraging a deep understanding of client requirements, industry best practices, and market trends. Collaborate with internal teams to design tailored, innovative solutions that address complex business problems and drive measurable value. Stakeholder Engagement: Engage and influence key stakeholders at all levels of the organization, including C-suite executives, to ensure buy-in and support for project initiatives. Facilitate workshops, meetings, and presentations to drive alignment, manage expectations, and gain consensus. Project Delivery Excellence: Oversee the successful execution of consulting projects, ensuring adherence to project plans, timelines, and quality standards. Monitor project progress, identify potential risks or roadblocks, and proactively implement mitigation strategies to ensure project success. Show less