Responsible for the research, recommendation, and selection of outstanding money managers through a robust quantitative and comprehensive qualitative approachPartner with internal portfolio managers to define and construct the risk/return structure of over $30 billion in funds comprising all major geographical strategies, including US, global, emerging markets, frontier markets, Shariah, and environmental strategiesDistinguished track record of investment performance achieved through a deep knowledge and understanding of equity markets and managersKey contributor to the establishment and ongoing enhancement of the manager research process underpinning Russell’s globally recognized reputation for rigorous research Designer of innovative analytical solutions to further enhance manager selection capabilities based on cross-sectional and time-series comparisons of manager characteristics, attribution effects, performance, and qualitative ranks Sales and Client ServiceCollaborate extensively with consulting clients to select managers and construct multi-manager portfolios tailored to client-specific risk and return objectivesServe as trusted advisor to clients and client service professionals Proven ability to effectively translate the complexities associated with the Russell investment proposition to current and prospective clients, thus playing an integral role in both client service and sales processesWell-regarded speaker, often sought out for internal and external engagements and known for contributing to thought leadership within the asset management industry LeadershipEffective leader of a team of 8 senior investment professionals responsible for providing excellent manager research to 40+ retail and institutional equity funds Coach team members to support development of thought, process, and personal leadership, promoting an environment of growth and learning

Systems analysis and managerial accounting