Founded, utilizing a unique investment Process and Philosophy created through research. Employ a differentiated process of due-diligence and evaluation, to create a new method for evaluation of investment portfolios.Head of proprietary methodologies and models, created and managed all tools utilized in evaluation of investment strategies. Performance of created strategies has been in excess of stated benchmarks and client retention has been greater than 90% for the thirteen years of operation.Responsible for overall management of company, operations and staff. In charge of all Legal / Regulatory / Administer Service Providers: IT, Compliance, Audit, Budgeting, Financing.

Led day-to-day operations of the North America Multi-Manager Group (AA Advisors), including management of personnel, senior investment analysts, asset allocation specialists, marketing and operational associates. Responsible for overall goal setting, budgeting and expense related measures for the Group. Reported to the CEO of ABN AMRO Global Multi-Manager and the CEO of ABN AMRO Asset Management North America.Accountable of overall product and service quality. Headed all due diligence, led all compliance related tasks including reporting to the Trust Investment Committee, the SEC, the OCC, and internal auditors. Chaired the Manager Selection and Review Committee. Member of the Asset Allocation Committee, Mutual Fund Selection Committee and the Socially Responsible Investing Group.

Responsible for initiating the process of building a manager-of-managers program. Screened new investment options and developed the sub-advisory selection and review process. Conducted all on-site interviews and contractual negotiations.Developed process for client solution origination, including the evaluation of each client's investments, goals, and taking into consideration all relevant aspects affecting Risk / Return profile. Initiated a process for interpretation of the various models formulated by the Asset Allocation Committee and utilizing this information for client investment solutions. Formulated the marketing plan for the Capital Advisors Group.

Built and Managed the Envestnet Investment Manager Platform and directed the selection of investment management firms and products. Duties involved screening, interviewing, and contract negotiations. Built the original Envestnet manager platform to fifty firms representing over one hundred and twenty-five strategies. Responsible for all due-diligence and representation - devised and implemented all systems and processes for evaluation (Vestek, Ibbotson, APL, Zephyr, PSN, Morningstar, etc.)Led the integration of the PMC (Portfolio Management Consultants) platform with the Envestnet platform. Created matrix of products to satisfy the wide variety of clients, based on Quantitative and Qualitative factors. Managed six analysts in Chicago, New York, and Denver, reporting to the Chief Investment Officer.

Developed performance attribution methods and models used exclusively by the Nuveen Advisory Council and Nuveen Private Asset Management (NAM) to optimize portfolios. Features included customized indicies used in determining top Nuveen competitors. Structured an attribution model, incorporating several performance sources to streamline the process for distribution of information. Creation of the model lead to improved understanding of relative performance of strategies. Defined and evaluated call adjusted duration and call adjusted convexity for all Nuveen Closed-end Funds.Monitord leverage ratios as outlined in the 1940 Act Asset Coverage Ratio.