My career has been marked with significant involvement in all aspects of the investment business including over 20 years of direct portfolio management experience . I have also had extensive experience rebuilding investment processes, improving returns and enhancing the client experience. My skill set includes strong quantitative abilities including risk management and backtesting and years of experience with a variety of investment information systems, like FastSet, Barra and Bloomberg.

Member of the senior leadership team responsible for a multi-product investment team with over a billion dollars of AUM. Involved in all aspects of the business.
• Director of Quantitative Research – Responsible for all quantitative aspects of the investment process
• A senior member of the Investment team, which reengineered the investment process improving performance from the bottom to top quartile in the large-cap growth universe.
• Coordinated marketing and client service communication

Investment Process
Portfolio Management and Fundamental Analysis
Quantitative Analysis
Business Development
Investment Technology