Portfolio Manager of the Equity Income StrategyLed and developed the firm's Equity Income strategy since 2003. The equity income strategy has been highly successful at City National, making up roughly 15% of the firm's total equity AUM or roughly $8 billion (year-end 2020). The strategy consists primarily of high net worth accounts and a smaller mutual fund.Successfully achieved goal of the strategy to drive total returns in the 7-10% CAGR range with majority of the return from the dividend. Strong expertise in the selection of stable dividend payers for high confidence recurring revenue and steady dividend growth. Drove higher income for income-oriented investors in a challenging low interest rate environment. Successfully sold idea to top management, top sales consultants, and clients to help seed and drive the strategy. The strategy was a quick success and helped to drive very strong (usually double digit) asset growth.

Performed all aspects of in-depth, bottom-up equity analysis including modeling, management meetings, and other equity due diligence. Developed idea for standalone strategy of dividend investments as a response to the bear market of 2001-2002 to drive steady income returns with growth while experiencing less market volatility (of roughly 30% less).