United States
Senior investment management leader with over two decades of experience in portfolio strategy, research, and multi-asset solutions. Skilled in leading investment teams, guiding portfolio construction, and delivering results for institutional and high-net-worth clients. Experienced across boutique and global investment firms with deep expertise in equities, fixed income, and multi-asset strategies. Known for disciplined decision-making, collaborative leadership, and driving investment outcomes in complex market environments.
Led investment strategy initiatives across multi-asset portfolios. Oversaw portfolio construction, research alignment, and risk frameworks. Partnered with product, distribution, and risk teams to ensure solutions met client needs. Mentored portfolio managers and analysts while representing the firm’s capabilities to institutional stakeholders.
Directed research and analysis for equity and fixed income portfolios. Supervised a team of analysts and portfolio managers to strengthen governance and investment process. Supported product development and portfolio strategy enhancements.
Managed equity and fixed income portfolios for institutional clients. Conducted investment research, performance analysis, and asset allocation. Supervised a small team and contributed to client reporting and investment decision-making. Developed expertise in portfolio construction and risk management.