Associate Advisor/Portfolio Management
o Operated in a hybrid role between the advisory and portfolio management teams for a $2.5b multi-family office providing investment management, family office services, and alternative investments for UHNW clients and private foundationso Primary point of contact for investment services in the OKC office with $400m+ in assets under managemento Executed daily portfolio trades for investing new capital, cash raises, rebalancing, tax-loss harvesting, and all other client needso Supported the investment committee as a non-voting member with daily operations and due diligence, to include authoring 4 investment memos on public & private fund offeringso Analyzed prospective client’s existing portfolios and account structure to develop investment proposals for presentationo Directly engaged with prospective clients and contributed to acquiring $30m+ in new AUM as part of the advisory team o Designed a monthly economic and financial market update deck for the firm’s advisory team to use in client meetings o Developed financial models tailored to client needs including forecasting pacing for private equity investments, cash flow analysis for oil & gas acquisition financing, life insurance modeling, and sophisticated charitable estate planningo Coordinated, interviewed, and led the OKC office's internship program, managing 4 interns over 2 summers
