Greater Houston
Skilled in financial product development across retail and institutional channels. A founding partner of a leading managed futures indexing company. Experienced quantitative researcher across multiple asset classes with particular emphasis on alternative investments. Managed team of researchers, software systems developers, and traders.
www.joinsave.com
Advisory solutions for funding driven institutions www.fintexadvisors.com
Index Services • Managed the Trader Vic Index (TVI) marketing and index operations in the fixed index annuity, mutual fund, and structured products space. Highwater assets linked to the index over $3.1 billion. Trading Systems (via a subsidiary, Enhanced Alpha Management, L.P.) • Performed as a Portfolio Manager and Developer of EAM Short-term Mean Reversion Strategy. --Served as a Portfolio Manager on the Deutsche Bank Select Platform. • Performed as Index Portfolio Manager --Successfully oversaw index trading operations for bank partners Nomura, Nikko, HSBC. Highwater AUM over $650 million • Established and managed the EAM Devex® platform, an integrated R&D and trading platform that allowed the firm to rapidly develop customized trading products for individual clients
• Managed index services for Diversified Trends Indicator (DTI). --The DTI would become the first managed futures trend following index in the UCITTS III, mutual fund, ETN, and ETF spaces reaching a highwater of assets linked to the index of $3.1 billion.