Delivered insights and advice to large, sophisticated investment clients on their investment programs. Developed and managed client relationships. Wrote quarterly investment commentary. Mentored and managed a team of employees and their workflow. Evaluated the performance of large institutional investment clients through the collection of qualitative and quantitative data. Interviewed large institutional money management firms to gain insight into their processes and holdings. Provided independent and objective advice to institutional clients on both traditional and alternative asset managers. Collaborated with clients to create unique investment policies for a multitude of investment plans including Shared risk plans, defined benefit plans, endowments, and foundations developed new business with new and existing clients.

Led international equity research and analysis across all sectors to ensure that target names possessed desired attributes and were properly valued. Managed international equity portfolios and co-managed balanced portfolios asset mix as it related to global economics. Developed equity valuation and company models through collaboration with industry contacts and public company management. Presented to current and prospective clients, consultants and media across the country.