Member of the investment committee for an independent registered investment advisor (RIA):* Helped grow assets under management (AUM) from $200 million to approximately $2 billion. * Selected individual equities for the firm's core strategy. * Communicated with institutional and individual clients to articulate performance drivers, portfolio positioning and market outlook. * Led a capitalization constrained (small-to-mid cap) version of the firm's core strategy for an $80 million institutional client. * Managed up to $30 million of fixed income assets by picking funds and individual securities for clients with a balanced investment mandate. * Coordinated the firm's research agenda by maintaining a budget, allocating resources and liaising with research providers.

Conducted fundamental research on companies and defended investment recommendations; improved trading and operations:* Managed an international version of the firm's core strategy using American depositary receipts (ADRs) and non-US listed stocks. * Built-out infrastructure supporting AUM growth by integrating the following systems into the firm: Advent's product suite for portfolio accounting, trading and compliance monitoring; Thomson and Bloomberg for investment research. * Completed event-driven investment strategy back tests and analyzed expected returns of proposed stocks. Traded stocks for the firm using an execution management system which provided electronic access to brokers and their trading algorithms.

Analyzed stocks for the flagship PFM Diversified Fund, a global equity long/short hedge fund, at a firm with $1.4 billion AUM:* Performed detailed fundamental industry and company analysis to develop recommendations focused on the technology sector. * Led an integration team to incorporate Capital IQ software into the modeling of company fundamentals at the firm’s London office.

Evaluated acquisition targets and developed capital allocation plans; presented recommendations to executive management in most recent role at the company.