Williamsburg, Virginia, United States
Investment Strategist, Asset Allocation and Global Research leader with 30+ years of experience gained in top tier global investment managers and research firms. Proven business and team builder, consistently rejuvenating and growing teams. Excellent written and oral communication skills, well practiced as ambassador to clients across the spectrum from Asset Owners, Private Wealth Managers, Individuals, Family Offices, and Institutional Asset Managers to sophisticated Hedge Funds. Equally comfortable speaking in large public presentations and one-to-one. Actively enjoy explaining sophisticated financial concepts and strategies in an accessible form. Experience teaching graduate and undergraduate students. Adept at leading research on innovations -- factor indexes, inflation-linked bonds, alternatives, (the endowment model), target-date and target risk -- that have a real impact on investment options and outcomes.
Lead research to deepen understanding of active management, goals-based multiasset allocation, long-term investing and related investment topics.
Led the team that focuses on the multi-asset class investment problems of MSCI’s largest Asset Owner and MAC manager clients. This team assists with issues in asset allocation, portfolio construction, risk, and multi-factor investing, including indexes. Also serves as ambassador to asset owners, managers, consultants and advisors on the role of models and indexes in their investment processes. Frequent contributor to media: interviews, appearances on financial networks, articles.
Led the team responsible for research on and applications of strategy beta-based indexes as well as the global family of cap-weighted indexes. These activities support the highest growth division at MSCI.
Positions of increasing responsibility and scope for leading innovative product development R&D and outreach to institutional and individual clients. -- Pioneer in Asset Allocation and Investment Product Research and Development: Inflation-Linked Bonds, the Endowment Model of Investing, Target-Date Funds -- Ambassador for TIAA's Investment Philosophy and Approach.