Experience

SLC Management

• Germany
• Business Consulting and Services
• 1 - 100 Employee

• Managing Director, Product Strategy & Development

  • Mar 2020 - Present

  SLC Management is Sun Life's global alternative asset management business, with $350B of AUM and serving 1,500+ institutional clients. Investment capabilities span public and private credit, real estate, and infrastructure. As both an asset manager and asset owner, we are uniquely positioned to deliver innovative solutions to our clients. SLC Management is Sun Life's global alternative asset management business, with $350B of AUM and serving 1,500+ institutional clients. Investment capabilities span public and private credit, real estate, and infrastructure. As both an asset manager and asset owner, we are uniquely positioned to deliver innovative solutions to our clients.



Sun Life Financial

• Canada
• Investment Banking

• Managing Director, Investment Consulting

  • Mar 2019 - Mar 2020

  I led the consulting activities in the International Investment Centre (IIC) for the Canadian businesses within Sun Life, including Group Retirement Services (DC and DB pensions), Client Solutions, Individual Wealth & Insurance, as well as Sun Life’s Dealer, collectively totaling over $100 billion in assets. In addition, from Nov 2016 to Oct 2018, I supported the Sun Life Canada President and Canadian Executive Team as part of the Experience Leadership Program. In my role, I provided… Show more I led the consulting activities in the International Investment Centre (IIC) for the Canadian businesses within Sun Life, including Group Retirement Services (DC and DB pensions), Client Solutions, Individual Wealth & Insurance, as well as Sun Life’s Dealer, collectively totaling over $100 billion in assets. In addition, from Nov 2016 to Oct 2018, I supported the Sun Life Canada President and Canadian Executive Team as part of the Experience Leadership Program. In my role, I provided thoughtful investment platform governance across a spectrum of businesses from pension frameworks to individual wealth businesses. I presented to multiple unique investment oversight committees throughout the company, in addition to advisor groups, leadership councils and other special forums. I participated in platform and product development initiatives across the organization, including the launch of successful new wealth and insurance platforms, and creative investment solutions. I conducted ongoing capital markets research, with a focus on macroeconomic trends, product themes, and regulatory changes. Recognition included nominations in 2016 and 2017 for the CEO Award.

• Director, Investment Consulting

  • Jul 2013 - Mar 2019



Northern Trust Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Vice President, Head of Canadian Manager Research

  • Jan 2010 - Jul 2013

  I led the oversight of investment managers and funds on both institutional and high net worth multi-manager programs across a range of asset classes including equities, fixed income, and alternatives. I performed thorough due diligence on investment firms across Canada and the U.S., and leveraged investment expertise to support functions including program management, client servicing and sales. Awarded voting member of U.S. Investment Committee. I led the oversight of investment managers and funds on both institutional and high net worth multi-manager programs across a range of asset classes including equities, fixed income, and alternatives. I performed thorough due diligence on investment firms across Canada and the U.S., and leveraged investment expertise to support functions including program management, client servicing and sales. Awarded voting member of U.S. Investment Committee.



DundeeWealth Inc

• Canada
• Financial Services
• 200 - 300 Employee

• Investment Analyst

  • Feb 2007 - Jan 2010

  I was responsible for monitoring investment managers and funds on several portfolio solutions and SMA platforms. Ongoing oversight included holdings and returns-based analysis of positioning and performance, review of organizational developments, and on-site due diligence (investments, operations and compliance). I supported various capital markets research including such areas as asset mix allocations and currency hedging. I was responsible for monitoring investment managers and funds on several portfolio solutions and SMA platforms. Ongoing oversight included holdings and returns-based analysis of positioning and performance, review of organizational developments, and on-site due diligence (investments, operations and compliance). I supported various capital markets research including such areas as asset mix allocations and currency hedging.