Experience

Blue Engine

• United States
• Education Administration Programs
• 1 - 100 Employee

• Board Of Directors

  • Feb 2018 - 5 years 11 months

  New York, New York



Impact Capital Forum

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Board of Directors

  • Jan 2020 - 4 years

  New York, New York, United States



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• SVP, Private Wealth Advisor

  • Aug 2019 - Jun 2023

  New York, New York



Bernstein Private Wealth Management

• Investment Management
• 500 - 600 Employee

• VP, Financial Advisor

  • Apr 2017 - Aug 2019

  New York, NY



Athena Capital Advisors

• Portfolio Manager

  • Sep 2010 - Mar 2017



MetLife

• United States
• Insurance
• 700 & Above Employee

• Portfolio Advisor

  • Apr 2009 - Sep 2010

  Greater Boston Area Reports to the Director of the Investment Strategies Group. Meet with over 30 current and any prospective clients around the country to discuss asset allocation, investments and the Diversified Portfolio Management, as well as GVUL capabilities at MetLife. Works with assigned regional or national accounts and other institutional sales teams to develop and implement all aspects of marketing, training, and sales strategies/programs that promote the sale of Separate Account based Corporate… Show more Reports to the Director of the Investment Strategies Group. Meet with over 30 current and any prospective clients around the country to discuss asset allocation, investments and the Diversified Portfolio Management, as well as GVUL capabilities at MetLife. Works with assigned regional or national accounts and other institutional sales teams to develop and implement all aspects of marketing, training, and sales strategies/programs that promote the sale of Separate Account based Corporate Benefit Funding products. Promote pipeline development for new business and provide investment related client relations support for current and prospective clients. The securities product portfolio covers qualified, nonqualified executive and welfare benefits markets. Educate clients on Liability Driven Investment strategies and dynamic asset allocation. Create and evaluate economic, capital market and investment materials for distribution internally. Develop capital market expectations for use in portfolio construction and client marketing materials. Increased assets under management by over 10% in 2009 by bringing in new business and cultivating existing relationships. Show less



Carruth Associates

• Portfolio Manager

  • Jan 2008 - 2009

  Managing various portfolios for a prominent family, researching both current and prospective managers across all asset classes.



State Street Global Advisors

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager

  • 2000 - 2008

  Portfolio manager for wrap accounts, high net worth clients with concentrated positions, derivative overlay, portable alpha and asset allocation strategies.



Batterymarch Financial Management

• Investment Management
• 1 - 100 Employee

• Assistant Portfolio Manager

  • Apr 1998 - Jul 2000



Investors Bank & Trust

• United States
• Financial Services
• 100 - 200 Employee

• Fund Accountant

  • 1997 - 1998