Experience

Ambassador Wealth Management

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director - Investments and Compliance

  • Apr 2017 - Present

  Portland, Oregon Area Wealth manager based in Vancouver, WA. Responsible for asset allocation and investment management.



Brinker Capital

• United States
• Investment Management
• 1 - 100 Employee

• Senior Investment Manager/International Strategist

  • Mar 2010 - Sep 2016

  Greater Philadelphia Area • Guided asset allocation and manager selection across $16bn of assets. Recognized as firm’s thought leader on international trends with team of 6 senior and 3 junior analysts. - Conceived and grew new products worth $500mn. Enhanced client income by over 300bps or $12mn a year in absolute income mandate. - Allocated capital in a range of 5-30 investments, including funds, SMA’s, LP’s, ETF’s, and individual equity securities. - Researched and implemented allocations… Show more • Guided asset allocation and manager selection across $16bn of assets. Recognized as firm’s thought leader on international trends with team of 6 senior and 3 junior analysts. - Conceived and grew new products worth $500mn. Enhanced client income by over 300bps or $12mn a year in absolute income mandate. - Allocated capital in a range of 5-30 investments, including funds, SMA’s, LP’s, ETF’s, and individual equity securities. - Researched and implemented allocations amongst 6 major asset classes (domestic and international equities, fixed income, absolute return, real assets, private equity). - Advised on international equity allocation across 4 different platforms, including firm’s largest discretionary portfolio of mutual funds of $10bn. • Performed differentiated due diligence on nearly 100 third-party managers to provide clients with optimal investment outcomes. - Analyzed drivers of risk/return and correlation by applying quantitative tools (Factset, Bloomberg, eVestment, Zephyr) - Interviewed managers annually onsite to scrutinize investment process. • Communicated views on asset allocation and international outlook to over 5,000 clients. - Made oral presentations, including quarterly market outlook conference calls, via traditional and social media to audiences up to over 100 people. - Gave interviews to media outlets ranging from television (CNBC) to print (Wall Street Journal, Forbes, Reuter’s, Street.com) and live radio (KOH). - Initiated and wrote biweekly international articles on corporate blog to reinforce client confidence during times of market volatility. • Mentored teams of 3 junior analysts and 6 summer interns on investment research. • Consulted 5 members of Executive Committee on strategic industry trends. Show less



Aberdeen Asset Management

• United Kingdom
• Insurance

• Investment Manager

  • Oct 2003 - Feb 2010

  Greater Philadelphia Area Managed Global Financial Fund ranked in top one third of peers on risk-adjusted return; earned top designations of 4-5 stars by Morningstar during tenure (2003-8). • Collaborated with team of 10 analysts in running $2bn in US large cap, small cap, and long/short strategies. Researched ideas in financials, REITs, industrials, and natural resources by using fundamental and technical analysis.



LF Wasa/FIS/Eureko

• Portfolio Manager, Emerging Markets, and Co-Manager, US Equities

  • 1999 - 2002

  New York, NY • Headed up management of $100mn in funds in Latin America, EMEA, and Asia. • Constructed $1bn of portfolios in US financial, resources, and utility stocks. • Created trading platform for portfolio management team utilizing VBA and Excel macros to improve efficiency and reduce errors by over 50%.



Montgomery Asset Management (now part of Wells Capital Management)

• Regional Portfolio Manager - Emerging Market Equities

  • 1993 - 1999

  San Francisco, CA • Allocated $300mn in Emerging Markets; generated 200 basis points in annual alpha. • Led global sector research on financial and energy industries for team of 10 people. • Conducted due diligence and macro research in various countries in Latin America and Emerging Europe. Interviewed officials in Spanish, Russian, and Portuguese.



Bernstein Investment Research and Management

• Investment Management
• 1 - 100 Employee

• Equity Research Associate, Mortgage Finance Industry

  • 1990 - 1993

  Greater New York City Area • Analyzed the mortgage finance industry. Built complex earnings and statistical models. • Ranked in top 3 analyst teams of Institutional Investor poll every year worked.