SVP, Head of Investment Strategy

• Apr 2015 - Present

Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank… Show more Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. See Important Disclosure: https://www.clarfeld.com/disclosure/ Show less Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank… Show more Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. See Important Disclosure: https://www.clarfeld.com/disclosure/ Show less

Senior Investment Research Analyst

• Jan 2014 - Apr 2015

Investment Research Analyst

• Apr 2012 - Jan 2014

Responsible for the due diligence, selection and monitoring of third-party US equity managers for a $100 billion independent broker-dealer. Generalist on the CFN equity research; maintain stock coverage for internally managed equity-income portfolio.

Associate Counselor

• Sep 2006 - Apr 2012

Participant and voting member of the investment committee, which oversees all strategy, manager search and disposition decisions for a $2 billion Registered Investment Advisor. Evaluate financial and market data to implement appropriate client-centric investment strategies. Participant and voting member of the investment committee, which oversees all strategy, manager search and disposition decisions for a $2 billion Registered Investment Advisor. Evaluate financial and market data to implement appropriate client-centric investment strategies.