Changing the narrative by taking a 360° approach to dynamic asset allocation. Over three decades of exercising expertise in financial markets in versatile roles ranging from asset allocation to portfolio management while working with established financial institutions.
Highlights involve: a $1m year-long rollout of Modern Portfolio Theory (MPT) and building a strategic asset allocation approach across all products, services both individual and institutional while working as Director-Asset Allocation at AXA Advisors. The project also included the redesign of a mutual fund wrap product and the application of MPT in a new 401k.
While working under the umbrella of AXA Funds Management Group LLC I was responsible for overseeing $30 billion in asset allocation assets using a customized approach designed to support the management of a proprietary active asset allocation methodology.
As the Founder of consulting firm, Fiduciary Focus, LLC, I focus on dynamic asset allocation solutions for retirement plans and their participants. Core services include a dynamic asset allocation system for guiding participants in the long-term asset allocation decision-making process.