Princeton, New Jersey, United States
I am an expert multi-asset class portfolio manager with a breadth of investment knowledge, training, and top-notch technical skill, the personal attributes ideally suited for navigating volatility, and the soft skills to handle with care, the most complex client relationships and help steward success in any team environment. The perfection of a portfolio begins with mean-variance analytics, elevates with the customization geared towards specific risk tolerance, and reaches a pinnacle when personal attributes and preferences become clear elements of design. I look at risk in a complete fashion, seeing imperfections of measures and flaws in data. I strive to combine assets that provide true diversification and produce optimal portfolios. As a perfectionist of my craft, I must go farther though, determining how the assets performed during times of market stress and looking forward to identifying the source(s) of future market volatility. An important aspect of customization is the alignment of investments with values and/or preferences. This could be as complex as having ESG investments intertwined throughout the portfolio or as simple as a desire to have a meaningful allocation to artificial intelligence. When a client’s portfolio reflects their self, I feel I have done my job with precision. My colleagues have often spoken of me as having a calm demeanor, a soothing presence, being well composed, and immune to showing signs of stress. Attributes like these allow me to work with individuals of a wide variety of personalities and temperaments. In a sense, I have always attempted to mirror the room, displaying a sense of likeness, but also clear, high-level competency. These personal qualities also allow me to be cool in the face of market volatility, never acting is if I know more than I do, but drawing on my experience and knowledge of market history, to convey a reassuring message and hold a commanding presence. Bringing together technical know-how, comprehensive knowledge, and my constitutional makeup, have allowed me to excel in several aspects of the workplace including relationship management, cross-functional collaboration, client prospecting, and overall business development. I have become a specialist in navigating complex family dynamics and designing elaborate multi-generational wealth portfolios. Partnering with experts in their respective disciplines to provide holistic advice, I am perfectly comfortable as a leader or follower, depending on client need or focus.
Investment specialist managing nearly $400M of multi-asset class portfolios on a team providing comprehensive wealth management services including also planning, fiduciary, and banking/lending. Supplied portfolio customization whenever possible matching the risk tolerance of clients and tailoring options in accordance with client preferences and values. In addition to a strong emphasis on retention and relationship management, contributed substantially to activities driving new client acquisition and overall business development.
Focused on providing exceptional service and high-quality investment results with the goal of retaining a managed book of $500M, while also working with sales professionals to deliver new business and identify prospects. Drew on the best thinking of the investment strategy and research teams to design truly diversified portfolios delivering exceptional results and centering them around client circumstances and principles including ESG. Collaborated and coordinated with specialist teammates to provide a holistic wealth management set of solutions.
Led the team in market strategy discussion, portfolio construction, and security selection with mandates of growth equity, aggressive growth equity, equity income, long/short equity, and asset allocation. Conceptualized and designed equity income, aggressive growth, and asset allocation strategies to draw on our firm strengths and better meet the needs of clients. Worked to eliminate model dispersion with the implementation of allocation software to allow for substantial AUM growth in the future.
Generated strong gains as thematic investors embracing themes of global growth, the rise of China and India, and structural shortages in natural resources. Successful leadership in the deployment of capital into international markets helped to boost performance of the flagship fund ($300M) and the expansive launch of a global fund rapidly growing from seed capital to $35M. A swift transition to US market leadership in 2011 allowed for continued outstanding results.
Worked side-by-side with the firm's founder generating and synthesizing research into an impactful format for the implementation of ideas. Maintained and developed relationships with research providers focusing on individual securities as well as thematic and strategy analysis. Served as a resident expert in technology providing extensive screening tools and the development of real-time market monitoring applications.