New York, New York, United States
2020-Present New York PWM Experienced relationship manager for Ultra High Net Worth families, designing and implementing Asset Allocations across investment platforms, including Private Equity, Private Credit and Alternatives. Outsourced CIO for non-profit organizations for Endowment Management. Extensive experience with Macro and Credit markets benefits clients in a rising interest rate environment.
2011-2020 Co-headed a $55bn Separately Managed Account fixed income platform in both Private Wealth Management and GSAM divisions. Grew AUM from $7bn to over $50bn in 10 years.
Performed Credit and Risk management for Private Wealth Management fixed income desks and served as Inaugural member of PWM Risk Committee (2009-2019).
Chair of Finance Committee for 150 year old urban Catholic school in Newark NJ. Oversight of $55mm endowment via Investment Committee. Structured refinancing of debt obligations to achieve significantly lower cost of capital during COVID period.
Professor of Public Finance in the Executive MPA Program of Columbia's School of International and Public Affairs SIPA Dean's Task Force For Managerial Reporting (2023)
- Public Finance Group Southeastern Region Analyst - Creation of QRate commercial risk assessment tool