Bend, Oregon, United States
As an investment professional with over 15 years of experience in investment management, I bring deep expertise from the buy-side, spanning institutional public investing and private asset management. My career is built on delivering exceptional results through strategic portfolio management, rigorous risk analysis, and traditional investing across equity and fixed-income markets. I have developed a deep understanding of financial markets and a proven track record of delivering exceptional results for my clients and colleagues. Throughout my career, I have honed my skills in portfolio management, risk analysis, and investment strategy development with traditional style investing (equity and fixed income markets). I am passionate about helping individuals and organizations achieve their financial goals through sound investment decisions. I specialize in relationship management, having successfully built and nurtured meaningful connections with clients, partners, and colleagues. Leadership is another key strength I bring to the table, having guided teams to achieve their full potential and drive results.
After working for 15 years straight, I took my first career break to pursue my CAIA designation (achieved May 2024) in addition to settling into a new life change that required me to relocate away from my previous role from Portland, OR to the amazing Bend, OR area.
I effectively manage asset allocation strategies for a high AUM clientele, ensuring optimal alignment with client goals. • Conduct weekly reviews of approximately $100M in assets to maintain strategic alignment and fiduciary integrity. • Partner with the Investment Counselor team to provide tailored advice on complex client situations, enhancing client satisfaction. • Developed strong analytical skills and deepened my understanding of investment strategies and client relationship management.
Key individual for the CalPERS Investment Manager Engagement Programs overseeing high-profile initiatives for all pension fund asset classes including creation of a holistic eco-system for CalPERS externally managed assets and investment managers. Primary focus was on the continued development of the Emerging Manager Program; a program dedicated to source the next level of manager skill and talent within the Global Equity, Private Equity, and Real Assets sectors. The program consisted of a cross asset class collaboration designed to evaluate, research, and engage with external managers in coordination with streamlining the external manager evaluation and engagement process, and provide best-in-class procedures and process to become an institutional level investment manager.