Experience

Modera Wealth Management

• United States
• Financial Services
• 100 - 200 Employee

• Senior Investment Advisor

  • Apr 2022 - Present

  Modera provides thoughtful wealth management to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management as of 12/31/21, we operate on a fee-only model that puts our clients’ needs ahead of our own. Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and does not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views, and they do not, and are not intended to, constitute personalized advice on any subject. Show less



TIAA-CREF

• United States

• Lead Portfolio Manager of TIAA Midcap Value Fund (TIMVX)

  • Jul 2004 - Sep 2018

  I managed a fund primarily composed of securities of medium-sized domestic companies with $3.5 billion AUM and performed proprietary modeling and screening focused on standard metrics, high free cash flow yields, strong balance sheets and numerous well-defined catalysts. ➤ A key aspect of my role also included an active engagement process of interviewing management teams. Additionally, I mentored analysts, partnered with marketing teams providing valuable insights for RFP’s, pitch-books and scripts, and authored quarterly reports for retail distribution. 📌 Wrote highly detailed versions for institutional clients. Selected achievements include: ⭐ Average Morningstar Star Ranking of 3.9 over 14+ year tenure. ⭐ Placed on various 401-K and Broker platforms including BMO, Bank of NY and Ed Jones. Show less



Jennison Associates LLC

• United States
• Civic and Social Organizations

• Lead Manager of Prudential Growth & Income Fund (PBEAX)

  • May 2000 - Jan 2004

  I managed this fund with $3 Billion AUM and also managed team of sector analysts with specialties including consumer, financials and industrials. 🚩 Authored quarterly reports for retail distribution and wrote highly detailed versions for institutional clients. ⭐ 4 star overall Fund ranking and outperformed Russell LCV Index. I managed this fund with $3 Billion AUM and also managed team of sector analysts with specialties including consumer, financials and industrials. 🚩 Authored quarterly reports for retail distribution and wrote highly detailed versions for institutional clients. ⭐ 4 star overall Fund ranking and outperformed Russell LCV Index.



Loomis, Sayles & Company

• United States
• Financial Services
• 700 & Above Employee

• Lead Portfolio Manager of Concentrated Multi-Cap Value Stategy

  • May 1996 - May 2000

  ⭐ Beat S&P 500 and Russell LCV Index. ⭐ Beat S&P 500 and Russell LCV Index.



MacKay Shields LLC

• United States
• Investment Management
• 100 - 200 Employee

• Co-Portfolio Manager of 5 Star Mainstay Value Fund

  • 1991 - 1996

  ⭐ Instrumental in growing AUM from $200 Million in assets in 1991 to over $7 Billion in 1996. ⭐ Instrumental in growing AUM from $200 Million in assets in 1991 to over $7 Billion in 1996.