5
years
Years of Experience
8/17
Member Since
Experience
Highland Capital Management, L.P.
Finance
Director, Third Party Distribution and Strategic Partnerships
- Promoted to Director from Client Portfolio Manager after 8 months (youngest Director-level employee at the Firm).
- Managed all strategic partnerships and sales efforts for Highland’s $4.1 billion mutual fund platform in Texas.
- Developed 30 new and grew 300+ existing client relationships to grow assets under management.
- Coordinated and executed over 120 branch meetings and 70 presentations to financial advisors at top producing branch offices.
- Managed all strategic partnerships and sales efforts for Highland’s $4.1 billion mutual fund platform in Texas.
- Developed 30 new and grew 300+ existing client relationships to grow assets under management.
- Coordinated and executed over 120 branch meetings and 70 presentations to financial advisors at top producing branch offices.
Highland Capital Management, L.P.
Finance
Client Portfolio Manager, Equity Hedge Fund Strategies
- Promoted to Client Portfolio Manager from Analyst after 13 months.
- Served as the subject-matter expert for the Highland L/S Equity and Merger Arbitrage Funds. Spent ~20% of time traveling with wholesalers across the U.S. to support strategic partnerships and raise assets.
- Worked with the Lead PM to create and execute the G2M strategy for the Highland Merger Arbitrage Fund. Grew the strategy from a $2mm concept to a fully-branded, 40-Act mutual fund with over $30mm in external AUM.
- Served as the subject-matter expert for the Highland L/S Equity and Merger Arbitrage Funds. Spent ~20% of time traveling with wholesalers across the U.S. to support strategic partnerships and raise assets.
- Worked with the Lead PM to create and execute the G2M strategy for the Highland Merger Arbitrage Fund. Grew the strategy from a $2mm concept to a fully-branded, 40-Act mutual fund with over $30mm in external AUM.
Highland Capital Management, L.P.
Finance
Analyst, Business Development and Investor Relations
- Managed the Firm’s strategic relationships with pensions, endowments, and foundations across the United States, Europe, and Asia to maintain and grow the $12 billion institutional client channel.
- Worked closely with the Chief Investment Officer and other Credit Analysts to produce quarterly market summaries and monthly portfolio reviews on Highland’s alternative credit strategies.
- Created and maintained marketing materials including pitch books, fact sheets, commentary, and white papers.
- Worked closely with the Chief Investment Officer and other Credit Analysts to produce quarterly market summaries and monthly portfolio reviews on Highland’s alternative credit strategies.
- Created and maintained marketing materials including pitch books, fact sheets, commentary, and white papers.
Goldman, Sachs & Co.
Corporate Strategy & Development
Analyst, Alternative Investment and Manager Selection Group
- Partnered with over 150 external public equity and credit managers to create customized investment solutions for clients of Goldman Sachs Asset Management.
- Oversaw portfolio analytics and risk management projects for the Alternative Investments and Manager Selection Group, a $130bn fund-of-funds.
- Managed the monthly and quarterly marketing efforts for over 150 investment offerings, including data collection, communication with global asset managers and creation of product summaries.
- Oversaw portfolio analytics and risk management projects for the Alternative Investments and Manager Selection Group, a $130bn fund-of-funds.
- Managed the monthly and quarterly marketing efforts for over 150 investment offerings, including data collection, communication with global asset managers and creation of product summaries.