Experience

Redwood Investments, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Head of Distribution

  • Oct 2020 - Present

  Redwood Investments is an independent global equity boutique focusing on inefficient asset classes including small cap, international and emerging markets •Lead the Business Development and Client Service team •Member of the Management Committee Redwood Investments is an independent global equity boutique focusing on inefficient asset classes including small cap, international and emerging markets •Lead the Business Development and Client Service team •Member of the Management Committee



Kennedy Capital Management, Inc.

• Managing Director - Business Development, Marketing, and Client Service

  • Mar 2017 - Jul 2020

  Kennedy Capital is an independent employee owned boutique specializing in US micro, small, and mid-cap equity strategies across value, core, and growth • Member of the Senior Leadership and Executive Management teams • Collaboratively led the business development team as well as oversaw client service and marketing Kennedy Capital is an independent employee owned boutique specializing in US micro, small, and mid-cap equity strategies across value, core, and growth • Member of the Senior Leadership and Executive Management teams • Collaboratively led the business development team as well as oversaw client service and marketing



Macquarie Group/Delaware Investments

• Senior Vice President, Head of Institutional Sales

  • Jan 2015 - Oct 2016

  Macquarie is a diversified global asset management firm with broad capabilities across equities, fixed income, private equity and debt infrastructure • Member of four Senior Management teams overseeing global distribution, strategy, and product development • Coordinated with global distribution heads in Asia, Australia, and Europe Macquarie is a diversified global asset management firm with broad capabilities across equities, fixed income, private equity and debt infrastructure • Member of four Senior Management teams overseeing global distribution, strategy, and product development • Coordinated with global distribution heads in Asia, Australia, and Europe



F-Squared Investments

• United States
• Investment Management

• Senior Vice President, Head of Institutional Sales

  • Sep 2013 - Jan 2015

  F-Squared is a quantitative asset manager utilizing a proprietary measurement of market volatility to risk and de-risk US equity strategies • Created new institutional business unit focusing on plan sponsors, sub-advisory, and consultants F-Squared is a quantitative asset manager utilizing a proprietary measurement of market volatility to risk and de-risk US equity strategies • Created new institutional business unit focusing on plan sponsors, sub-advisory, and consultants



Turner Investments

• United States
• Retail
• 1 - 100 Employee

• Senior Managing Director, Head of Institutional Sales

  • 1995 - Sep 2013

  Turner is an independent boutique specializing in US, international, global, emerging market, and long/short growth equity strategies • Collaboratively lead institutional sales team • Established and built $2B mutual fund complex through intermediary channels • Coordinated with team members in Europe, Middle East, Asia, and Australia to facilitate asset growth with global consulting firms and Sovereign Wealth Funds Turner is an independent boutique specializing in US, international, global, emerging market, and long/short growth equity strategies • Collaboratively lead institutional sales team • Established and built $2B mutual fund complex through intermediary channels • Coordinated with team members in Europe, Middle East, Asia, and Australia to facilitate asset growth with global consulting firms and Sovereign Wealth Funds