Bio
Experience
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Pelagos Capital Management
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Greater Boston
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Chief Executive Officer
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Sep 2019 - Present
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Greater Boston
Pelagos Capital Management has extensive experience managing diverse alternative strategies. The team has experience designing, implementing , managing and trading multiple alternative strategies and asset classes. A working knowledge of asset allocation gives the team insight into how alternative strategies can complement traditional portfolios. The team has managed alternative strategies for advisory and sub-advisory clients.
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Franklin Templeton
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Boston, Massachusetts, United States
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Managing Director Franklin Templeton, Executive VP Franklin Alternative Strategies Advisors, LLC
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Jun 2013 - Sep 2019
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Boston, Massachusetts, United States
Over saw the the management and trading of multiple alternative strategies encompassing managed futures, commodities and global macro. Worked with senior management within sales and distribution to develop marketing materials and sales strategies. Meet with board of funds trustees quarterly and member of the Franklin Alternative Executive Committee.
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Pelagos Capital Management
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Boston, Massachusetts, United States
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Chief Executive Officer
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Aug 2005 - Jun 2013
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Boston, Massachusetts, United States
Co-founded company that designed and managed multiple alternative strategies. Strategies included global macro, hedged replication, long/short commodities and managed futures. Supported sales and marketing effort on multi asset strategy that grew asset to over $550 million in less than three years. Successfully negotiated minority sale of company to Franklin Templeton and ultimately remaining shares of company in 2013.
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State Street Global Advisors
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Boston, Massachusetts, United States
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Principal
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Nov 1996 - Aug 2005
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Boston, Massachusetts, United States
Senior Global Strategist responsible for the firm's view of the global capital markets. Author quarterly and monthly publications for firm and also authored numerous articles for Financial Times. Designed investment process and managed Global Strategic Asset Allocation strategy for firm. Head of Taxable Fixed Income.
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Education
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Boston College Carroll School of Management
Bachelor's, Finance
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