In my role as Chief Investment Officer of Equity I am responsible for the on-going research and implementation of the equity investment process.It is our mission to improve the long-term potential of client portfolios by lowering costs, leveraging decades of experience in manager analysis, portfolio construction and security selection, and simplifying the increasingly complex investing environment.

Director of the firm's research team, which is responsible for manager selection, on-going manager due diligence and analytics. A key function of the research team is to identify and make recommendations on investments that were suitable for inclusion in client asset allocation portfolios.Member of the firm's Investment Policy Committee ("IPC"), which sets investment guidelines, strategies and policies for the firm. The IPC is also responsible for the oversight of the firm's investment process, operational procedures and portfolio management.Member of the firm's Equity Strategy Group, which is responsible for monitoring, analyzing and providing recommendations on the optimal allocation of assets in the equity sleeve of client portfolios.

Member of the Investment Research and Communication Team, which conducted competitor analysis on intermediary partner platforms, provided clients with monthly portfolio statistics and supported sales and client servicing efforts.

During my internship with Managed Account Services, I worked independently on competitive portfolio analysis projects, managed time-sensitive transition report requests from clients and profiled prospective and current clients.