Experience

RS Investments

• United States
• Investment Management
• 1 - 100 Employee

• Chief Investment Officer/ Senior Portfolio Manager and Equity Analyst

  • May 2005 - Present

  As Chief Investment Officer, I manage all aspects of the investment process and philosophy for the value strategies amounting to ~$3.5B in assets under management. I lead a team of 5 senior analysts/portfolio managers. Duties also include personnel decisions and new product initiatives. As a portfolio manager and analyst, my primary responsibilities include providing bottom up fundamental research and managing the financial services and real estate sleeves of the RS value funds. My coverage spans small, mid, and large-cap equities across all financial services and real estate sub-sectors. I am also directly responsible for portfolio administration and risk management across all of our funds. I Interact extensively with both existing and potential clients.



Allianz Global Investors

• Financial Services
• 700 & Above Employee

• Equity Analyst - Financial Services

  • May 1998 - May 2005

  My primary responsibilities included coverage of the mid and large cap equity financial services sector. I co-managed the financial services mid cap growth carve out as well as the the Allianz RCM Financial Services Fund. My primary responsibilities included coverage of the mid and large cap equity financial services sector. I co-managed the financial services mid cap growth carve out as well as the the Allianz RCM Financial Services Fund.



United States Air Force

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Active Duty

  • 1987 - 1995