Experienced asset and wealth management professional with a successful track record in fundamental, thematic and technical investing, as well as product development and growing assets under management. Demonstrated capabilities in sourcing, executing and monitoring fund and direct investments in private equity, venture capital, credit, real asset, long-only and absolute return strategies. Deep expertise in portfolio construction, asset allocation for both private and institutional clients. Extensive relationships with best-in-class and emerging managers in the Americas, Europe and Asia for sourcing and product development purposes. Highly proficient in establishing investment policy statements and governance protocols, as well as refining best practice screening processes, analytical tools and presentations for investment committees and boards. Significant time spent advising foundations, endowments, family offices and pension plans on portfolio construction, asset allocation and liquidity management. Extensive track record of developing and deepening relationships among private clients, family offices, foundations and institutional investors, including winning competitive investment mandates.
Listed skills include Private Equity, Venture Capital, Investments, Mergers And Acquisitions, and 12 others.