Experience

Pacific Current Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Investment Officer

  • Jan 2006 - Present

  Co-founded Northern Lights in 2006 with Tim Carver and Andy Turner. Northern Lights was a private equity firm focused on partnering and growing world class investment boutiques. In 2014, Northern Lights merged with an Australian company, Treasury Group. The combined entity was rebranded Pacific Current Group in late 2015. While the name has changed, the missions remains the same - namely identifying and investing in great investment management firms. Co-founded Northern Lights in 2006 with Tim Carver and Andy Turner. Northern Lights was a private equity firm focused on partnering and growing world class investment boutiques. In 2014, Northern Lights merged with an Australian company, Treasury Group. The combined entity was rebranded Pacific Current Group in late 2015. While the name has changed, the missions remains the same - namely identifying and investing in great investment management firms.



Greenwood Investment Consulting

• CEO

  • 2004 - 2006

  Greenwood Investment Consulting was started to help investment management firms improve their (1) investment processes (by working to remedy investment process weaknesses), and (2) attractiveness to institutional investors through proper product design and positioning. Clients ranged from small boutiques to mega firms. Greenwood Investment Consulting was started to help investment management firms improve their (1) investment processes (by working to remedy investment process weaknesses), and (2) attractiveness to institutional investors through proper product design and positioning. Clients ranged from small boutiques to mega firms.



Russell Investment Group

• United States
• Investment Banking

• Director, US Equity

  • Dec 1989 - Jun 2004

  Director of US Equity, overseeing investment manager research for more than $45 billion of Russell’s $125 billion AUM, and all the US Equity needs of Russell's $2 trillion consulting clients.Head of US Equity Small Cap and Growth team, responsible for the evaluation and performance of all Large Cap Growth and Small Cap managers. Recommendations significantly outperformed relevant indices and universe averages.Served as a spokesman for Russell on issues of investment manager evaluation and equity markets, appearing regularly on CNBC, CNN, and in publications like the Wall Street Journal.Published numerous papers / research commentaries on investment manager related issues