co-founder 2020-2023. Consulting (as a non-owner) since 2023

Chief Investment Officer - Wealth Management at Century Bank serving institutional and HNW clientsSet global asset allocation investment policy for two separate investment offerings Employed strong strategic leadership skills while interfacing between executive leadership and bank branch management Lead AUM growth to $150 million in under five years from a base of $25 millionConstruct global asset allocation portfolios employing active & passive vehicles utilizing "R" open source data analysis software & associated portfolio-management packages to supplement and validate portfolio construction processMaintain US Large Cap Equity focus list with a goal of achieving high active share, moderate tracking error, & defensive downside risk profile to large cap domestic indexOversee business development initiatives by working with Century Bank commercial lending department, branch managers & executive leadershipImplement technology platform for security and fund analysis, trading & research. Transitioned custodial platform to Schwab Institutional to position group for future growthBuilding technology-forward global asset allocation solution using the Charles Schwab Institutional Intelligent Portfolio (IIP) offering.Leading Global Investment Performance Standards (GIPS) project - third-party verification pending

Senior Consultant for Natixis Global Asset Management (NGAM) Portfolio Research & Consulting Group, part of NGAM's Durable Portfolio Construction® platformConsult NGAM clients on evaluating risk, allocation and diversification through a consultative program featuring sophisticated portfolio diagnosis and tailored asset allocationLeverage returns-based and holdings-based software analytics to determine global systematic asset class exposure Consult clients regarding the impact of inclusion of conventional and alternative asset classes to existing model portfoliosAssess models on metrics related to risk, quality & efficiency and provide insight about ways to improve any metric shortfalls currently in model allocation.

Managed over $850 Million across 400 separate accounts including trusts, agency accounts, IRAs, charitable trusts and foundations for a firm overseeing $2.3 Billion in total assets under managementRegularly met with clients and firm trustees to review portfolio performance, composition, and investment objectivesMember of seven person investment committee that met twice weekly to review current market trends, investment strategy and existing or prospective stocks for model portfolioAnalyst for Choate's actively managed large cap domestic equity portfolioResearched, analyzed & recommended stocks to buy and sell in the industrials and consumer sectorsLead analyst for commodity, International Developed (EAFE), domestic mid-cap, and commodity asset classes for Choate's open architecture asset allocation productPerform tactical allocation driven by relative valuations, secular trends, and diversification benefits across asset classes

Member of investment team comprised of several experienced industry professionalsSenior analyst for firm's actively managed large cap equity model, recommending buy/sell decisions to the portfolio managers at bi-weekly investment meetingsMonitored news, earnings announcements, and sell-side research for all 80 working list companies and attended sell-side analyst lunches and conferences on a regular basisAssessed valuation assumptions of portfolio companies comprising eight domestic sectors (healthcare and consumer staples the exceptions) on investment Working List Recommended rating changes based on either valuation or industry and company-specific fundamentalsEvaluated new candidate companies as prospects for the Working List by interacting with senior management of companiesUtilized Baseline financial database and ThomsonOne Investment Management throughout entire process of screening, evaluating, owning and selling Working List companies

Discussed portfolio composition and investment objectives with clients at mid-sized private investment management firmPerformed investment security analysis and screeningConsulted with senior management to create strategic solutions for each client's wealth management needs Gained proficiency in Bloomberg, Security APL, Excel, Word and PowerPoint