Greater Chicago Area
I help outperformance-seeking investment offices better manage their portfolios without expensive technology or expensive staff by leveraging proprietary software combined with a personable experience. Not only do I provide the safest and highest ROI way to harness the capabilities of AI, everything is custom, and everything is personally delivered by me. A pioneering advisory platform combining institutional investment expertise, portfolio construction leadership, and technology-enabled investment solutions for sophisticated investment organizations. Advise Chief Investment Officers, investment offices, family offices, and institutional investors on governance structures, portfolio design, risk management frameworks, and investment process enhancement initiatives. Self-developed AI-native investment operating systems that improve research workflows, decision-making efficiency, market ecosystem comprehension, and portfolio oversight capabilities. I work directly with Chief Investment Officers and Asset Owners that seek better Total Portfolio performance, Clarity on market movements, Asset Class Frameworks, Risk management, Internal portfolio messaging, Proprietary data needs, and Engineered-to-Order Custom Workflows. Implement customized Total Portfolio Approach frameworks tailored to client investment philosophies, governance requirements, and long-term strategic objectives. Deliver executive-level CIO, portfolio construction, and risk management expertise on a fractional basis, enabling clients to access senior leadership without expensive technology nor permanent executive overhead.
Served as the firm's leading portfolio construction subject matter expert, succeeding a highly regarded industry practitioner and advising investment teams globally. Partnered with portfolio managers across multiple strategies and asset classes to design optimization methodologies aligned with investment objectives and mandate constraints. Designed, engineered, and implemented a proprietary portfolio construction framework via 15 production-grade portfolio construction models, supporting more than $5 billion in global high-yield mandates across institutional portfolios. Delivered top-quartile absolute returns and top-decile risk-adjusted performance through systematic portfolio design and advanced optimization methodologies. Generated annualized alpha ranging from 58 to 204 basis points while maintaining benchmark-aligned beta exposures and information ratios ranging from 1.16 to 5.48. Mentored quantitative analysts, portfolio managers, security analysts, and portfolio analysts across multiple investment teams, strengthening portfolio construction capabilities and investment decision-making. Managed a London-based Senior Quantitative Analyst during the firm's global portfolio construction rollout, becoming Aviva’s only non-London-based professional granted with cross-regional leadership responsibility. Functioned as the Chicago Office’s de facto Forward Deployed Engineer, translating portfolio management challenges into scalable quantitative and technology-driven investment solutions. Directed the firm-wide adoption of portfolio construction best practices, mentoring investment professionals across multiple asset classes and elevating quantitative investment capabilities globally.
Conducted extensive qualitative and quantitative due diligence across thousands of hedge fund, private credit, and alternative investment managers globally. Evaluated investment strategies, portfolio construction approaches, organizational structures, and risk management processes supporting institutional investment recommendations. Prepared investment committee recommendations, manager selection reports, strategic research publications, and executive-level client presentations. Developed a proprietary high-yield market timing model that generated significant outperformance opportunities for clients during volatile market environments. Co-developed a Private Capital Implementation Model subsequently adopted across consulting and OCIO teams to support client portfolio construction initiatives.
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Progressed rapidly through customer service, trade execution, and advisory roles, demonstrating exceptional performance and investment acumen. Executed thousands of equity, fixed income, and options transactions while maintaining stringent regulatory and compliance standards. Implemented structured investment policy and suitability assessment frameworks supporting improved client outcomes and governance practices. Advised clients on portfolio positioning, risk tolerance assessment, investment objectives, and long-term wealth accumulation strategies. Built foundational expertise in portfolio management, capital markets, client advisory services, and investment implementation across diverse asset classes.