Biography

Two decades of exercising expertise in financial markets in versatile roles across investment sales, communication, guidance, consulting, research, and design in retirement plans, asset allocation and portfolio management.

Highlights involve a year-long rollout of Modern Portfolio Theory and building a strategic asset allocation approach across all products, services both individual and institutional while working as Director-Asset Allocation. The project also included the redesign of a mutual fund wrap product and the application of Modern Portfolio Theory in a retirement plan platform.

While working in portfolio management, I was responsible for the asset allocation methodology across a set of strategic asset allocation portfolios. Spearheaded the portfolio management methodologies across a set of style strategy portfolios and a value methodology for an international equity portfolio. Additionally I acted as a co-portfolio manager in the portfolio management decision making process across all portfolios.

The last decade involved an introduction of a dynamic asset allocation approach (with a fundamental overlay and technical factors) to plan sponsors and investment advisors.