Princeton, New Jersey, United States
Chief Investment Officer with 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional markets, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. CFA charterholder with Series 7 & 63 registrations.
Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. • Build in-house model portfolios and equity sleeves for RIAs and Independent Advisors • Construct thematic portfolios, from inflation protection to Artificial Intelligence • Write monthly newsletters, client facing market commentary and economic updates • Created a suite of portfolios mixing traditional asset classes with annuities to optimize key metrics for a Fintech client • Designed a Monte Carlo simulation process and created capital market assumptions for a $750M RIA to upgrade their financial planning software, getting it added as a provider to their Broker-Dealer’s platform, leading to a major investment • Assist single/multi-family offices with portfolio construction challenges, including portfolio optimization, Monte Carlo projections, and cash-flow modeling
Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. • Synthesized BlackRock views on markets, portfolio construction, and portfolio trends to deliver insights to advisors that inspired portfolio changes that led to not only better investor outcomes, but significant inflows for BlackRock • Analyzed portfolios, mutual funds & ETFs leveraging Aladdin and other BlackRock & third-party systems • Authored white papers, including “The Rebalancing Act” exploring the impacts of rebalancing decisions on risk & taxes
Drove the research and thought leadership effort within the newly created Multi-Asset Class Solutions group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. • Provided client-specific solutions including asset allocation changes, asset-liability management, tail-risk hedging, and derivative overlay strategies • Published white paper examining impacts across asset classes from central bank policy divergence • Led the research effort for a whitepaper on the investment implications of an aging world, as well as other topics including the role of alternatives in a pension’s portfolio & active vs. passive performance in volatility regimes
Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. • Analyzed the earnings & valuations of major global companies within the industries • Developed supply & demand models to help forecast prices of individual commodities including, gold, copper and nickel
Bloomberg Wealth launched Bloomberg Black, one of the industry's first Robo-Advisors. I led the development of multiple aspects of the RIA’s platform, especially focusing on the investment policy framework and portfolio construction process. • Managed client requests to create complex asset allocations, as well as custom analysis & research • Authored daily commentary on economic and global events to educate clients and explain potential impacts to portfolios • Created strategic asset allocation model portfolios, and a tactical tilting framework leveraging Black-Litterman • Built a trading and rebalancing system across multiple accounts using IBM’s CPLEX optimizer • Designed a fund recommendation engine to analyze and score mutual funds and ETFs