Fund Selection & Due Diligence:Established a comprehensive due diligence process for analyzing ETFs and actively managed funds using VBA macros, FactSet, and Python to evaluate criteria like tracking error, liquidity, and expenses. Select suitable funds to create tailored investment solutions, such as:• Multi-Factor & Smart Beta: Selected funds providing desired exposures to build factor-based strategies across areas such as value, momentum, quality, and low volatility equities.• Thematic ETF Portfolios: Constructed thematic ETF portfolios that focused on emerging trends and disruptive technologies, such as clean energy, artificial intelligence, and robotics. • ESG Integration: Integrated Environmental, Social, and Governance (ESG) factors into the investment process by incorporating ESG scores and other sustainability metrics.• Income-Oriented: Carefully allocating to higher-yielding asset classes while adhering to a disciplined asset allocation framework that emphasizes principles of diversification Technology:Developed an automated analytical tool that identifies portfolio opportunities for sales teams to pursue new asset acquisitions. The tool has effectively analyzed over $2 billion in asset opportunities and serves as a key instrument for advisors to address investment concerns with their clients.Serve as SME for computational finance calculations for development teams when working with mathematical portfolio risk assessments. These validated calculations are crucial inputs within the investment platform and empower advisors to accurately assess portfolio risk for clients.Developed an advanced risk management tool leveraging GARCH-DCC to capture time-varying volatilities and correlations in financial markets. This approach enables forecasting of ex-ante tracking errors, enhancing decision-making capabilities when managing investment portfolios.

•Managed individual equity portfolios through the implementation of sophisticated optimization software, considering factors such as percentage contribution to risk (PCTR), client-specific tax implications, and capital gain limitations. Managed within client-mandated constraints while minimizing tracking error, ensuring that the portfolios consistently aligned with client risk preferences and goals. •Produced weekly client presentations and commentary detailing global risk factors, return drivers, and macro-economic themes impacting portfolio attribution •Contributed to a number of investment committees ranging from manager oversight, risk management, performance presentation, and decisions for tactical investment changes

•Managed USD $200MM in discretionary portfolios containing equity, fixed income, and alternative investments for institutions and high net worth individuals located primarily throughout Pennsylvania •Enhanced overall risk management process by creating a tool to absorb market data for fixed income securities. Analyzed credit spreads of individual bonds and compared against broad indices to evaluate perceived risk within the underlying credit•Conducted due diligence on third-party investment managers and have a strong grasp on the public investment landscape across leading money managers, asset classes, and geographic regions

•Specialized in debt capital markets which involved bank financing through syndicated loan transactions to fund acquisitions and capital restructuring •Evaluated company financial statements to analyze financial stability, quality of underlying credit, and generated loan packages for review by the senior loan committee •Structured credit facilities such as revolving lines and term loans by stipulating repayment schedules and financial covenants within credit agreements