Experience

Pallas Capital Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Portfolio Manager

  • Apr 2021 - Present

  Manage all aspects of the investment function at this high net worth wealth management firm. Establish investment guidelines and targets consistent with client profile and goals. Build custom portfolios comprising stocks, bonds, and alternatives. Implement trading and reporting systems and procedures. Communicate investment strategy and outlook. Manage all aspects of the investment function at this high net worth wealth management firm. Establish investment guidelines and targets consistent with client profile and goals. Build custom portfolios comprising stocks, bonds, and alternatives. Implement trading and reporting systems and procedures. Communicate investment strategy and outlook.



Crow Point Partners

• United States
• Investment Management

• Portfolio Manager

  • 2018 - Jan 2020

  Manage stock and bond portfolios and contribute to disciplined, systematic asset allocation model to service investment advisors interested in an outsourced Chief Investment Officer capability Manage stock and bond portfolios and contribute to disciplined, systematic asset allocation model to service investment advisors interested in an outsourced Chief Investment Officer capability



RBC Global Asset Management

• Canada
• Investment Management
• 700 & Above Employee

• Senior Portfolio Manager

  • Apr 2006 - Jan 2018

  Built small and mid cap investment products based on fundamental and quantitative analysis. Grew strategies to over $1 billion under management; attained Morningstar 5 star rankings; "Top Gun" status by PSN; FundData A+ Awards Built small and mid cap investment products based on fundamental and quantitative analysis. Grew strategies to over $1 billion under management; attained Morningstar 5 star rankings; "Top Gun" status by PSN; FundData A+ Awards



Babson Capital Management

• Greater Boston Area

• Portfolio Manager

  • Jan 1999 - Apr 2006

  Developed disciplined, systematic philosophy and process for investing in small and mid cap companies. Rotated through industry groups as an analyst with particular focus on healthcare, industrials, and financials including REITs. Developed disciplined, systematic philosophy and process for investing in small and mid cap companies. Rotated through industry groups as an analyst with particular focus on healthcare, industrials, and financials including REITs.



LEK CONSULTING

• Boston and London

• Manager

  • Jan 1993 - Jan 1999

  Managed projects for corporate, private equity and government clients addressing organic and acquisition growth strategies Managed projects for corporate, private equity and government clients addressing organic and acquisition growth strategies