One of three investment asset class leaders that managed the $20 billion Honeywell Defined Benefit (DB) Pension Trust. Reported to the Trust’s Chief Investment Officer. Created and managed a team of five equity professionals. Actively managed $4 billion of internal domestic equities (3 funds). Vetted, selected and oversaw an additional $4 billion placed with 22 external domestic and international equity managers. Coordinated and monitored $2 billion of domestic equity index-plus strategies.Achieved over-funding status (112%) thus enabling Honeywell's DB Plan to significantly de-risk and establish a 50% hedge ratio.Highlights• Set equity portfolio strategy, maintain portfolio guidelines, and monitor risk profile.• Produced top equity performance vs. DB peers. Overall domestic, international developed, and emerging market performance in the 1st or high 2nd quartile over the short and long term• Increased internally managed assets under management from $400 million to $4 billion leading to significant alpha generation and fee savings for the Trust. • Created and managed multiple internal portfolios/strategies over 13 years that included 1) Large Cap Core portfolio with $2.5b and 90 securities, 2) Midcap Core portfolio with $750m and 75 securities, and 3) Dividend Income portfolio with $750m and 50 securities. 1st or 2nd quartile performance vs respective Lipper universes for all portfolios.• Rebalanced asset allocation by collaborating with CIO and Leaders of Fixed Income and Alternatives to take advantage of actionable market opportunities.• Performed ongoing due diligence and vetting of external asset managers that included sourcing, firm review, portfolio style and strategy analysis, performance attribution, and risk assessment.• Hired and terminated managers. Philosophy was partnership. • Liaised with consultant Segal Marco regarding Trust performance, peer comparisons, external manager reviews, and overall asset allocation.

One of four senior PMs managing a $2.2 billion small-cap equity growth fund for 32 separately managed institutional accounts and a public mutual fund (BNY Hamilton Small Cap Fund). Oversaw the fund’s marketing and relationship effort.• Managed 27% of the total fund (or $590 mill) as the healthcare sector portfolio manager, achieving above benchmark performance.• Gathered and analyzed financial data and implemented buy/sell decisions on over 400 healthcare companies with market capitalizations under $2 billion. • Generated over $5 million in incremental annual fees by presenting and winning multiple new mandates, including Dell’s 401K plan and the Teacher’s Retirement System of Texas DB plan.• Drove 340% growth in assets under management over a 2-year span based on marketing efforts.• Maximized business growth by building and maintaining strong relationships with the benefit consultant community.• Conducted quarterly marketing/performance review visits with our institutional accounts, completing over 50 client meetings in total.• Provided quarterly strategy presentations to the 20 member BNY Institutional Sales/Marketing group as well as the 60 member BNY High Net Worth division.

Jointly managed the equity component ($1.2 billion) of Chubb’s insurance reserves. Designed and implemented a systematic buy/sell decision process based on quantitative screening parameters. Actions enabled portfolio to exceed the S&P 500 Index over a 1, 3, and 5 year basis.

Created financial models and made buy/sell stock recommendations for companies within the consumer and energy sectors. Bank’s client base included both institutional accounts and personal high net worth individuals. Equity assets under management: $15 billion.