New York, New York, United States
Financial Services executive with a distinguished track record spanning Asset Management, Digital Assets, Management Consulting, and Wealth Management. Led investment platforms with responsibility for up to $200 billion in assets under management and managed organizations of 100+ professionals, consistently delivering strong investment, business, and transformational outcomes. Combines deep investment expertise, strategic vision, and innovative thinking to identify emerging opportunities, navigate industry disruption, and drive sustainable growth. Brings a global perspective and a disciplined, results-oriented approach, translating complex challenges into actionable strategies while upholding the highest standards of integrity and fiduciary responsibility. A collaborative and inclusive leader, recognized for building high-performing teams, fostering alignment across stakeholders, and creating long-term value for clients, businesses, and investors. Served on the boards of several startup companies, primarily in the FinTech sector, advising on strategy, innovation, governance, and scaling businesses through periods of growth and change.
In my role, I drive strategic initiatives that create long-term sustainable value for both clients and advisors at Janney Montgomery Scott LLC. By collaborating with diverse teams, I ensure that our efforts are aligned with the firm's goals, ultimately delivering impactful outcomes that benefit all stakeholders.
Began tenure at AlixPartners as a Senior Advisor, providing strategic counsel to senior leadership in support of the Global Financial Services Practice. Collaborated on key client engagements, contributing expertise to drive client pursuits and ensuring successful execution and implementation of projects. In 2022, hired as Partner, to spearhead the firm’s Global Digital Assets initiative, resulting in significant client successes and revenue growth. In addition, I was entrusted with leadership of the Financial Services practice, addressing a diverse range of client needs across the industry. Focused on building a high-performing team, developing a compelling service offering, and establishing an internal collaboration framework to accelerate the firm’s growth in this strategically critical sector.
As Chief Investment Officer, I oversaw more than $120 billion in multi-asset assets under management, with responsibility for investment strategy, portfolio outcomes, and the alignment of investment solutions to client objectives. Led the development of innovative investment offerings, portfolio frameworks, and advisor solutions designed to support Financial Advisors and improve outcomes for Wealth Management clients. Served on the Nuveen Global Investment Committee and Nuveen's Management Team, helping shape firm-wide investment strategy and drive business growth. Partnered closely with senior leadership to advance innovation, enhance investment capabilities, and deliver long-term value for clients and stakeholders.
Promoted to global leadership of the Multi-Asset and Solutions business, with accountability for investment performance, portfolio outcomes, and investment governance across a diverse range of strategies and client mandates. Led investment strategy, asset allocation, portfolio construction, implementation, and risk oversight, while advancing portfolio analytics, decision-support capabilities, and risk-management infrastructure. Co-led a global team of 60+ investment professionals across portfolio management, research, strategy, and risk. Served as a senior investment partner to UBS Global Wealth Management, delivering implementation of multi-asset investment solutions as well as for insurance and other institutional clients globally. Drove alignment across regional teams and oversaw the full investment lifecycle to achieve consistent client and investment outcomes.
Responsible for the development, implementation, and management of tailored investment solutions for clients across diverse global segments. Collaborated extensively across UBS Global Asset Management and with UBS Wealth Management to deliver bespoke investment strategies, leveraging a wide range of investment techniques to meet the unique objectives and needs of clients.
Led the management and performance of a broad suite of multi-asset and multi-manager investment strategies, leveraging derivatives, alternative investments, and quantitative methodologies to deliver attractive risk-adjusted outcomes. Designed and executed investment solutions for a diverse client base, including Wealth Management firms, Insurance companies, pension plans, endowments, foundations, and other institutional investors, aligning portfolio construction with complex investment objectives and risk tolerances. Built, developed, and led a high-performing investment organization, cultivating a culture of innovation, collaboration, and excellence. Directed the creation of a scalable operating and risk-management infrastructure that enhanced investment governance, improved client outcomes, increased operational efficiency, and positioned the platform for long-term growth.